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Pin Oak Investment Advisors’s Sony SONY Stock Holding History

Pin Oak Investment Advisors’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 		$52K Sell
2,493
-41
-2% -$919 0.04% 207
2025
Q4 		$56K Hold
2,534
– – 0.04% 205
2025
Q3 		$73.2K Sell
2,534
-586
-19% -$15.8K 0.05% 177
2025
Q2 		$79K Hold
3,120
– – 0.07% 159
2025
Q1 		$78K Buy
3,120
+2,496
+400% +$57.7K 0.06% 163
2024
Q4 		$60K Sell
624
-2,496
-80% -$48.6K 0.05% 168
2024
Q3 		$60K Hold
3,120
– – 0.05% 169
2024
Q2 		$53K Hold
3,120
– – 0.05% 169
2024
Q1 		$54K Hold
3,120
– – 0.05% 167
2023
Q4 		$59K Buy
3,120
+1,260
+68% +$21.9K 0.06% 159
2023
Q3 		$31K Hold
1,860
– – 0.03% 207
2023
Q2 		$33K Hold
1,860
– – 0.04% 201
2023
Q1 		$34K Hold
1,860
– – 0.04% 191
2022
Q4 		$28K Hold
1,860
– – 0.03% 190
2022
Q3 		$24K Hold
1,860
– – 0.03% 193
2022
Q2 		$30K Hold
1,860
– – 0.04% 181
2022
Q1 		$38K Hold
1,860
– – 0.04% 181
2021
Q4 		$47K Hold
1,860
– – 0.05% 172
2021
Q3 		$41K Hold
1,860
– – 0.05% 177
2021
Q2 		$36K Hold
1,860
– – 0.04% 185
2021
Q1 		$39K Hold
1,860
– – 0.03% 187
2020
Q4 		$38K Hold
1,860
– – 0.03% 204
2020
Q3 		$29K Hold
1,860
– – 0.03% 207
2020
Q2 		$26K Hold
1,860
– – 0.02% 206
2020
Q1 		$22K Hold
1,860
– – 0.02% 220
2019
Q4 		$25K Hold
1,860
– – 0.02% 239
2019
Q3 		$22K Hold
1,860
– – 0.02% 248
2019
Q2 		$19K Hold
1,860
– – 0.01% 277
2019
Q1 		$16K Hold
1,860
– – 0.01% 289
2018
Q4 		$18K Buy
+1,860
New +$19.7K 0.02% 258

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

Pin Oak Investment Advisors's SONY Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Sony (SONY) stake by 1.6% in Q1 2026, selling an estimated $919 and leaving 2,493 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #207.

Pin Oak Investment Advisors first reported a position in SONY in Q4 2018 and has held it in 30 quarters since. The position peaked at $79K in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Pin Oak Investment Advisors held 2,493 shares of Sony worth $52K as of Q1 2026.
  • Pin Oak Investment Advisors sold 41 Sony shares in Q1 2026, an estimated $919.
  • Sony made up 0.04% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Pin Oak Investment Advisors first reported a position in Sony in Q4 2018 and has held it in 30 quarters since.
  • Pin Oak Investment Advisors's Sony position peaked at $79K in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.