Royal Fund Management’s Sony SONY Stock Holding History

Royal Fund 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	–	Sell	-62,997	Closed	-$1.3M	–	336
2026 Q1	$1.3M	Buy	+62,997	New	+$1.41M	0.12%	166
2019 Q3	–	Sell	-500	Closed	-$5K	–	661
2019 Q2	$5K	Buy	+500	New	+$4.91K	﹤0.01%	440
2018 Q2	–	Sell	-110	Closed	-$1K	–	630
2018 Q1	$1K	Sell	110 -245	-69%	-$2.41K	﹤0.01%	501
2017 Q4	$3K	Buy	+355	New	+$3.05K	﹤0.01%	552

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

Royal Fund Management's SONY Position: Q2 2026 in Review

Royal Fund Management sold out of Sony (SONY) in Q2 2026, closing a stake of 62,997 shares — an estimated $1.3M sold.

Royal Fund Management first reported a position in SONY in Q4 2017 and held it in 4 quarters. The position peaked at $1.3M in Q1 2026. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Royal Fund Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Royal Fund Management sold 62,997 Sony shares in Q2 2026, an estimated $1.3M.
Royal Fund Management first reported a position in Sony in Q4 2017 and held it in 4 quarters.
Royal Fund Management's Sony position peaked at $1.3M in Q1 2026.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.