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PDS Planning’s Sony SONY Stock Holding History

PDS Planning’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
Q2 		$750K Buy
37,392
+799
+2% +$16.8K 0.04% 216
2026
Q1 		$757K Buy
36,593
+1,611
+5% +$36.1K 0.05% 183
2025
Q4 		$896K Sell
34,982
-107
-0.3% -$3K 0.06% 154
2025
Q3 		$1.01M Buy
35,089
+762
+2% +$20.5K 0.07% 132
2025
Q2 		$894K Buy
34,327
+2,635
+8% +$65.9K 0.07% 141
2025
Q1 		$805K Buy
31,692
+2,799
+10% +$64.7K 0.07% 134
2024
Q4 		$611K Buy
28,893
+1,018
+4% +$19.8K 0.05% 158
2024
Q3 		$538K Sell
27,875
-240
-0.9% -$4.37K 0.05% 178
2024
Q2 		$478K Buy
28,115
+2,340
+9% +$38.7K 0.05% 179
2024
Q1 		$442K Sell
25,775
-5,380
-17% -$98.9K 0.05% 181
2023
Q4 		$590K Buy
31,155
+690
+2% +$12K 0.07% 123
2023
Q3 		$502K Buy
30,465
+575
+2% +$10K 0.07% 130
2023
Q2 		$538K Buy
29,890
+2,610
+10% +$49K 0.07% 123
2023
Q1 		$495K Buy
27,280
+7,315
+37% +$127K 0.07% 124
2022
Q4 		$305K Buy
+19,965
New +$298K 0.05% 144
2022
Q3 		– Sell
-15,480
Closed -$253K – 227
2022
Q2 		$253K Buy
15,480
+1,330
+9% +$23.6K 0.05% 162
2022
Q1 		$291K Buy
14,150
+3,050
+27% +$66.3K 0.05% 152
2021
Q4 		$281K Buy
11,100
+605
+6% +$14.4K 0.05% 147
2021
Q3 		$232K Sell
10,495
-15
-0.1% -$314 0.05% 165
2021
Q2 		$204K Buy
10,510
+655
+7% +$13.3K 0.05% 175
2021
Q1 		$209K Buy
+9,855
New +$208K 0.06% 154

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

PDS Planning's SONY Position: Q2 2026 in Review

PDS Planning increased its Sony (SONY) stake by 2.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 37,392 shares worth $750K. The position accounts for 0.04% of the portfolio, ranked #216.

PDS Planning first reported a position in SONY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • PDS Planning held 37,392 shares of Sony worth $750K as of Q2 2026.
  • PDS Planning bought 799 Sony shares in Q2 2026, an estimated $16.8K.
  • Sony made up 0.04% of PDS Planning's portfolio in Q2 2026, its #216 holding.
  • PDS Planning first reported a position in Sony in Q1 2021 and has held it in 21 quarters since.
  • PDS Planning's Sony position peaked at $1.01M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.