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Sagespring Wealth Partners’s Sony SONY Stock Holding History

Sagespring Wealth 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
Q1 		$658K Sell
31,766
-12,662
-29% -$284K 0.01% 432
2025
Q4 		$1.14M Buy
44,428
+3,061
+7% +$85.9K 0.02% 286
2025
Q3 		$1.19M Sell
41,367
-296
-0.7% -$7.96K 0.02% 271
2025
Q2 		$1.08M Buy
41,663
+11,209
+37% +$280K 0.02% 272
2025
Q1 		$773K Buy
30,454
+8,250
+37% +$191K 0.02% 290
2024
Q4 		$470K Buy
+22,204
New +$432K 0.01% 363

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Sagespring Wealth Partners's SONY Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Sony (SONY) stake by 29% in Q1 2026, selling an estimated $284K and leaving 31,766 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #432.

Sagespring Wealth Partners first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Sagespring Wealth Partners held 31,766 shares of Sony worth $658K as of Q1 2026.
  • Sagespring Wealth Partners sold 12,662 Sony shares in Q1 2026, an estimated $284K.
  • Sony made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #432 holding.
  • Sagespring Wealth Partners first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Sony position peaked at $1.19M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.