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Personal CFO Solutions’s Sony SONY Stock Holding History

Personal CFO Solutions’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 		$603K Sell
30,042
-1,558
-5% -$32.8K 0.09% 209
2026
Q1 		$654K Sell
31,600
-6,875
-18% -$154K 0.09% 204
2025
Q4 		$985K Buy
38,475
+9,380
+32% +$263K 0.16% 126
2025
Q3 		$838K Sell
29,095
-1,368
-4% -$36.8K 0.15% 140
2025
Q2 		$793K Buy
30,463
+427
+1% +$10.7K 0.15% 150
2025
Q1 		$763K Buy
30,036
+49
+0.2% +$1.13K 0.15% 142
2024
Q4 		$635K Buy
29,987
+962
+3% +$18.7K 0.12% 178
2024
Q3 		$561K Buy
29,025
+955
+3% +$17.4K 0.08% 237
2024
Q2 		$477K Sell
28,070
-270
-1% -$4.46K 0.07% 253
2024
Q1 		$486K Buy
28,340
+435
+2% +$8K 0.08% 260
2023
Q4 		$528K Buy
27,905
+5,365
+24% +$93.1K 0.09% 212
2023
Q3 		$372K Buy
22,540
+285
+1% +$4.97K 0.07% 268
2023
Q2 		$401K Buy
22,255
+340
+2% +$6.38K 0.08% 259
2023
Q1 		$397K Buy
21,915
+820
+4% +$14.2K 0.08% 243
2022
Q4 		$322K Buy
21,095
+2,280
+12% +$34.1K 0.07% 274
2022
Q3 		$241K Buy
18,815
+250
+1% +$4.01K 0.06% 308
2022
Q2 		$304K Sell
18,565
-35
-0.2% -$620 0.07% 261
2022
Q1 		$382K Buy
18,600
+525
+3% +$11.4K 0.08% 253
2021
Q4 		$457K Buy
18,075
+2,530
+16% +$60.2K 0.09% 213
2021
Q3 		$344K Sell
15,545
-8,160
-34% -$171K 0.07% 258
2021
Q2 		$461K Buy
23,705
+1,585
+7% +$32.1K 0.09% 201
2021
Q1 		$469K Buy
22,120
+3,520
+19% +$74.3K 0.1% 190
2020
Q4 		$376K Buy
+18,600
New +$323K 0.09% 200

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

Personal CFO Solutions's SONY Position: Q2 2026 in Review

Personal CFO Solutions reduced its Sony (SONY) stake by 4.9% in Q2 2026, selling an estimated $32.8K and leaving 30,042 shares worth $603K. The position accounts for 0.09% of the portfolio, ranked #209.

Personal CFO Solutions first reported a position in SONY in Q4 2020 and has held it in 23 quarters since. The position peaked at $985K in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Personal CFO Solutions held 30,042 shares of Sony worth $603K as of Q2 2026.
  • Personal CFO Solutions sold 1,558 Sony shares in Q2 2026, an estimated $32.8K.
  • Sony made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #209 holding.
  • Personal CFO Solutions first reported a position in Sony in Q4 2020 and has held it in 23 quarters since.
  • Personal CFO Solutions's Sony position peaked at $985K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.