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Rothschild Investment LLC’s Sony SONY Stock Holding History

Rothschild Investment LLC’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 		$147K Buy
7,320
+721
+11% +$15.2K 0.01% 946
2026
Q1 		$137K Sell
6,599
-2,326
-26% -$52.1K 0.01% 789
2025
Q4 		$228K Buy
8,925
+59
+0.7% +$1.66K 0.01% 579
2025
Q3 		$255K Buy
8,866
+2,399
+37% +$64.5K 0.01% 527
2025
Q2 		$168K Buy
6,467
+225
+4% +$5.63K 0.01% 544
2025
Q1 		$158K Sell
6,242
-267
-4% -$6.17K 0.01% 540
2024
Q4 		$138K Sell
6,509
-931
-13% -$18.1K 0.01% 581
2024
Q3 		$144K Buy
7,440
+180
+2% +$3.28K 0.01% 585
2024
Q2 		$123K Buy
7,260
+2,120
+41% +$35.1K 0.01% 589
2024
Q1 		$88.1K Buy
5,140
+235
+5% +$4.32K 0.01% 618
2023
Q4 		$92.9K Buy
+4,905
New +$85.1K 0.01% 546

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's SONY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sony (SONY) stake by 11% in Q2 2026, buying an estimated $15.2K and bringing the position to 7,320 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #946.

Rothschild Investment LLC first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $255K in Q3 2025. 605 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Rothschild Investment LLC held 7,320 shares of Sony worth $147K as of Q2 2026.
  • Rothschild Investment LLC bought 721 Sony shares in Q2 2026, an estimated $15.2K.
  • Sony made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #946 holding.
  • Rothschild Investment LLC first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Sony position peaked at $255K in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.