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Sage Mountain Advisors’s Sony SONY Stock Holding History

Sage Mountain Advisors’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 		– Sell
-9,443
Closed -$242K – 524
2025
Q4 		$242K Sell
9,443
-323
-3% -$9.07K 0.01% 440
2025
Q3 		$281K Buy
9,766
+883
+10% +$23.7K 0.02% 381
2025
Q2 		$231K Buy
8,883
+327
+4% +$8.18K 0.02% 381
2025
Q1 		$217K Buy
+8,556
New +$198K 0.02% 361
2024
Q4 		– Sell
-13,620
Closed -$263K – 514
2024
Q3 		$263K Buy
13,620
+630
+5% +$11.5K 0.02% 313
2024
Q2 		$221K Buy
12,990
+890
+7% +$14.7K 0.02% 318
2024
Q1 		$207K Buy
12,100
+20
+0.2% +$368 0.02% 313
2023
Q4 		$229K Buy
+12,080
New +$210K 0.03% 243

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sage Mountain Advisors's SONY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 9,443 shares — an estimated $242K sold.

Sage Mountain Advisors first reported a position in SONY in Q4 2023 and held it in 8 quarters. The position peaked at $281K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,443 Sony shares in Q1 2026, an estimated $242K.
  • Sage Mountain Advisors first reported a position in Sony in Q4 2023 and held it in 8 quarters.
  • Sage Mountain Advisors's Sony position peaked at $281K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.