Parr McKnight Wealth Management Group’s Sony SONY Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$523K	Sell	25,252 -750	-3%	-$16.8K	0.07%	172
2025 Q4	$666K	Buy	26,002 +2	+0%	+$56	0.09%	175
2025 Q3	$749K	Buy	26,000 +565	+2%	+$15.2K	0.1%	173
2025 Q2	$662K	Sell	25,435 -248	-1%	-$6.21K	0.09%	174
2025 Q1	$652K	Hold	25,683	–	–	0.09%	175
2024 Q4	$543K	Buy	+25,683	New	+$500K	0.08%	174

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parr McKnight Wealth Management Group's SONY Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Sony (SONY) stake by 2.9% in Q1 2026, selling an estimated $16.8K and leaving 25,252 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #172.

Parr McKnight Wealth Management Group first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Parr McKnight Wealth Management Group held 25,252 shares of Sony worth $523K as of Q1 2026.
Parr McKnight Wealth Management Group sold 750 Sony shares in Q1 2026, an estimated $16.8K.
Sony made up 0.07% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #172 holding.
Parr McKnight Wealth Management Group first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Sony position peaked at $749K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.