Plante Moran Financial Advisors’s Sony SONY Stock Holding History

Plante Moran Financial 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 Q2	$146K	Sell	7,266 -51	-0.7%	-$1.07K	0.01%	202
2026 Q1	$151K	Hold	7,317	–	–	0.01%	186
2025 Q4	$187K	Hold	7,317	–	–	0.01%	177
2025 Q3	$211K	Buy	7,317 +242	+3%	+$6.51K	0.01%	163
2025 Q2	$184K	Hold	7,075	–	–	0.01%	169
2025 Q1	$180K	Hold	7,075	–	–	0.02%	180
2024 Q4	$150K	Hold	7,075	–	–	0.01%	207
2024 Q3	$137K	Hold	7,075	–	–	0.01%	228
2024 Q2	$120K	Hold	7,075	–	–	0.01%	221
2024 Q1	$121K	Hold	7,075	–	–	0.01%	225
2023 Q4	$134K	Hold	7,075	–	–	0.01%	217
2023 Q3	$117K	Hold	7,075	–	–	0.01%	210
2023 Q2	$127K	Hold	7,075	–	–	0.02%	206
2023 Q1	$128K	Buy	+7,075	New	+$123K	0.02%	198
2022 Q2	–	Sell	-710	Closed	-$15K	–	1050
2022 Q1	$15K	Sell	710 -55	-7%	-$1.2K	﹤0.01%	548
2021 Q4	$19K	Hold	765	–	–	﹤0.01%	572
2021 Q3	$17K	Hold	765	–	–	﹤0.01%	599
2021 Q2	$15K	Hold	765	–	–	﹤0.01%	619
2021 Q1	$16K	Hold	765	–	–	﹤0.01%	570
2020 Q4	$15K	Buy	765 +55	+8%	+$957	﹤0.01%	577
2020 Q3	$11K	Buy	+710	New	+$11K	﹤0.01%	598
2019 Q4	–	Sell	-1,430	Closed	-$17K	–	889
2019 Q3	$17K	Buy	1,430 +640	+81%	+$7.23K	0.01%	527
2019 Q2	$8K	Sell	790 -115	-13%	-$1.13K	﹤0.01%	597
2019 Q1	$8K	Buy	905 +25	+3%	+$234	﹤0.01%	579
2018 Q4	$8K	Buy	880 +30	+4%	+$317	﹤0.01%	540
2018 Q3	$10K	Buy	850 +145	+21%	+$1.6K	﹤0.01%	498
2018 Q2	$7K	Buy	+705	New	+$6.86K	﹤0.01%	595

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Plante Moran Financial Advisors's SONY Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Sony (SONY) stake by 0.7% in Q2 2026, selling an estimated $1.07K and leaving 7,266 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #202.

Plante Moran Financial Advisors first reported a position in SONY in Q2 2018 and has held it in 27 quarters since. The position peaked at $211K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Plante Moran Financial Advisors held 7,266 shares of Sony worth $146K as of Q2 2026.
Plante Moran Financial Advisors sold 51 Sony shares in Q2 2026, an estimated $1.07K.
Sony made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #202 holding.
Plante Moran Financial Advisors first reported a position in Sony in Q2 2018 and has held it in 27 quarters since.
Plante Moran Financial Advisors's Sony position peaked at $211K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.