Private Trust Company’s Sony SONY Stock Holding History

Private Trust Company’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	$67.9K	Sell	3,387 -198	-6%	-$4.17K	0.01%	1230
2026 Q1	$74.2K	Sell	3,585 -756	-17%	-$16.9K	0.01%	1136
2025 Q4	$111K	Buy	4,341 +364	+9%	+$10.2K	0.01%	986
2025 Q3	$114K	Buy	3,977 +188	+5%	+$5.05K	0.01%	969
2025 Q2	$98.6K	Sell	3,789 -146	-4%	-$3.65K	0.01%	961
2025 Q1	$99.9K	Buy	3,935 +280	+8%	+$6.47K	0.01%	947
2024 Q4	$77.3K	Buy	3,655 +475	+15%	+$9.25K	0.01%	1008
2024 Q3	$61.4K	Hold	3,180	–	–	0.01%	1069
2024 Q2	$54K	Hold	3,180	–	–	0.01%	1093
2024 Q1	$54.5K	Sell	3,180 -70	-2%	-$1.29K	0.01%	1080
2023 Q4	$61.5K	Hold	3,250	–	–	0.01%	988
2023 Q3	$53.6K	Sell	3,250 -365	-10%	-$6.37K	0.01%	984
2023 Q2	$65.1K	Buy	3,615 +755	+26%	+$14.2K	0.01%	940
2023 Q1	$51.9K	Buy	2,860 +710	+33%	+$12.3K	0.01%	982
2022 Q4	$33K	Sell	2,150 -940	-30%	-$14K	﹤0.01%	1105
2022 Q3	$40K	Hold	3,090	–	–	0.01%	970
2022 Q2	$51K	Buy	+3,090	New	+$54.7K	0.01%	913

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

Private Trust Company's SONY Position: Q2 2026 in Review

Private Trust Company reduced its Sony (SONY) stake by 5.5% in Q2 2026, selling an estimated $4.17K and leaving 3,387 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #1230.

Private Trust Company first reported a position in SONY in Q2 2022 and has held it in 17 quarters since. The position peaked at $114K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Private Trust Company held 3,387 shares of Sony worth $67.9K as of Q2 2026.
Private Trust Company sold 198 Sony shares in Q2 2026, an estimated $4.17K.
Sony made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1230 holding.
Private Trust Company first reported a position in Sony in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Sony position peaked at $114K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.