RWM
SONY icon

Ritholtz Wealth Management’s Sony SONY Stock Holding History

Ritholtz Wealth Management’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 		$3.88M Buy
193,625
+8,392
+5% +$177K 0.06% 238
2026
Q1 		$3.83M Sell
185,233
-73,405
-28% -$1.64M 0.07% 216
2025
Q4 		$6.62M Buy
258,638
+2,887
+1% +$81K 0.12% 101
2025
Q3 		$7.36M Buy
255,751
+44,113
+21% +$1.19M 0.14% 82
2025
Q2 		$5.51M Buy
211,638
+17,812
+9% +$446K 0.12% 98
2025
Q1 		$4.92M Buy
193,826
+24,667
+15% +$570K 0.15% 92
2024
Q4 		$3.58M Sell
169,159
-2,626
-2% -$51.1K 0.11% 117
2024
Q3 		$3.32M Buy
171,785
+47,585
+38% +$867K 0.1% 142
2024
Q2 		$2.11M Buy
124,200
+26,480
+27% +$438K 0.07% 196
2024
Q1 		$1.68M Buy
97,720
+925
+1% +$17K 0.06% 231
2023
Q4 		$1.83M Buy
96,795
+5,040
+5% +$87.4K 0.07% 187
2023
Q3 		$1.51M Buy
91,755
+180
+0.2% +$3.14K 0.07% 196
2023
Q2 		$1.65M Buy
91,575
+1,805
+2% +$33.9K 0.07% 174
2023
Q1 		$1.63M Buy
89,770
+5,005
+6% +$86.7K 0.08% 157
2022
Q4 		$1.29M Buy
84,765
+16,335
+24% +$244K 0.07% 192
2022
Q3 		$877K Sell
68,430
-25,030
-27% -$401K 0.05% 272
2022
Q2 		$1.53M Sell
93,460
-15,430
-14% -$273K 0.1% 129
2022
Q1 		$2.24M Sell
108,890
-6,545
-6% -$142K 0.15% 80
2021
Q4 		$2.92M Sell
115,435
-345
-0.3% -$8.21K 0.18% 57
2021
Q3 		$2.56M Buy
115,780
+13,245
+13% +$277K 0.18% 62
2021
Q2 		$1.99M Buy
102,535
+5,820
+6% +$118K 0.14% 70
2021
Q1 		$2.05M Buy
96,715
+10,240
+12% +$216K 0.17% 63
2020
Q4 		$1.75M Buy
86,475
+8,870
+11% +$154K 0.17% 63
2020
Q3 		$1.19M Buy
77,605
+8,990
+13% +$140K 0.13% 70
2020
Q2 		$949K Buy
68,615
+35,745
+109% +$465K 0.12% 72
2020
Q1 		$389K Buy
+32,870
New +$431K 0.06% 91

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

Ritholtz Wealth Management's SONY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Sony (SONY) stake by 4.5% in Q2 2026, buying an estimated $177K and bringing the position to 193,625 shares worth $3.88M. The position accounts for 0.06% of the portfolio, ranked #238.

Ritholtz Wealth Management first reported a position in SONY in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.36M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ritholtz Wealth Management held 193,625 shares of Sony worth $3.88M as of Q2 2026.
  • Ritholtz Wealth Management bought 8,392 Sony shares in Q2 2026, an estimated $177K.
  • Sony made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Ritholtz Wealth Management first reported a position in Sony in Q1 2020 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's Sony position peaked at $7.36M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.