Pathstone Holdings
SONY icon

Pathstone Holdings’s Sony SONY Stock Holding History

Pathstone Holdings’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 		$6.97M Buy
336,462
+47,013
+16% +$1.05M 0.03% 455
2025
Q4 		$7.41M Buy
289,449
+14,511
+5% +$407K 0.03% 420
2025
Q3 		$7.93M Sell
274,938
-1,055
-0.4% -$28.4K 0.03% 418
2025
Q2 		$7.18M Sell
275,993
-5,122
-2% -$128K 0.03% 422
2025
Q1 		$7.14M Sell
281,115
-6,893
-2% -$159K 0.03% 441
2024
Q4 		$6.09M Sell
288,008
-297
-0.1% -$5.79K 0.03% 480
2024
Q3 		$5.57M Buy
288,305
+5,225
+2% +$95.2K 0.02% 512
2024
Q2 		$4.81M Sell
283,080
-1,185
-0.4% -$19.6K 0.02% 541
2024
Q1 		$4.87M Buy
284,265
+48,525
+21% +$892K 0.02% 515
2023
Q4 		$4.46M Buy
+235,740
New +$4.09M 0.02% 463

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pathstone Holdings's SONY Position: Q1 2026 in Review

Pathstone Holdings increased its Sony (SONY) stake by 16% in Q1 2026, buying an estimated $1.05M and bringing the position to 336,462 shares worth $6.97M. The position accounts for 0.03% of the portfolio, ranked #455.

Pathstone Holdings first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.93M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Pathstone Holdings held 336,462 shares of Sony worth $6.97M as of Q1 2026.
  • Pathstone Holdings bought 47,013 Sony shares in Q1 2026, an estimated $1.05M.
  • Sony made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #455 holding.
  • Pathstone Holdings first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Sony position peaked at $7.93M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.