Rathbones Group’s Sony SONY Stock Holding History

Rathbones Group’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	$4.27M	Buy	206,337 +10,062	+5%	+$225K	0.02%	222
2025 Q4	$5.02M	Buy	196,275 +46,452	+31%	+$1.3M	0.02%	215
2025 Q3	$4.31M	Buy	149,823 +3,502	+2%	+$94.2K	0.02%	228
2025 Q2	$3.81M	Sell	146,321 -18,086	-11%	-$453K	0.02%	234
2025 Q1	$4.17M	Sell	164,407 -7,345	-4%	-$170K	0.02%	213
2024 Q4	$3.63M	Sell	171,752 -7,868	-4%	-$153K	0.02%	227
2024 Q3	$3.47M	Buy	179,620 +1,215	+0.7%	+$22.1K	0.02%	224
2024 Q2	$3.03M	Buy	178,405 +9,320	+6%	+$154K	0.02%	233
2024 Q1	$2.9M	Sell	169,085 -20	-0%	-$368	0.02%	230
2023 Q4	$3.2M	Sell	169,105 -7,250	-4%	-$126K	0.02%	212
2023 Q3	$2.91M	Buy	+176,355	New	+$3.08M	0.02%	223

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rathbones Group's SONY Position: Q1 2026 in Review

Rathbones Group increased its Sony (SONY) stake by 5.1% in Q1 2026, buying an estimated $225K and bringing the position to 206,337 shares worth $4.27M. The position accounts for 0.02% of the portfolio, ranked #222.

Rathbones Group first reported a position in SONY in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.02M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Rathbones Group held 206,337 shares of Sony worth $4.27M as of Q1 2026.
Rathbones Group bought 10,062 Sony shares in Q1 2026, an estimated $225K.
Sony made up 0.02% of Rathbones Group's portfolio in Q1 2026, its #222 holding.
Rathbones Group first reported a position in Sony in Q3 2023 and has held it in 11 quarters since.
Rathbones Group's Sony position peaked at $5.02M in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.