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Root Financial Partners’s Sony SONY Stock Holding History

Root Financial Partners’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 		– Sell
-1,406
Closed -$29.1K – 2764
2026
Q1 		$29.1K Sell
1,406
-1,987
-59% -$44.5K ﹤0.01% 1135
2025
Q4 		$86.9K Buy
3,393
+1,392
+70% +$39.1K ﹤0.01% 519
2025
Q3 		$57.6K Buy
+2,001
New +$53.8K ﹤0.01% 620

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

Root Financial Partners's SONY Position: Q2 2026 in Review

Root Financial Partners sold out of Sony (SONY) in Q2 2026, closing a stake of 1,406 shares — an estimated $29.1K sold.

Root Financial Partners first reported a position in SONY in Q3 2025 and held it in 3 quarters. The position peaked at $86.9K in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Root Financial Partners reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,406 Sony shares in Q2 2026, an estimated $29.1K.
  • Root Financial Partners first reported a position in Sony in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sony position peaked at $86.9K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.