SageView Advisory Group’s Sony SONY Stock Holding History

SageView Advisory Group’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	$246K	Buy	12,257 +263	+2%	+$5.54K	0.01%	556
2026 Q1	$248K	Sell	11,994 -139	-1%	-$3.12K	0.01%	514
2025 Q4	$311K	Sell	12,133 -26,997	-69%	-$758K	0.01%	478
2025 Q3	$1.13M	Sell	39,130 -558	-1%	-$15K	0.04%	252
2025 Q2	$967K	Buy	39,688 +170	+0.4%	+$4.25K	0.04%	250
2025 Q1	$1M	Buy	39,518 +167	+0.4%	+$3.86K	0.04%	227
2024 Q4	$833K	Sell	39,351 -44	-0.1%	-$857	0.04%	250
2024 Q3	$761K	Sell	39,395 -4,340	-10%	-$79.1K	0.04%	234
2024 Q2	$743K	Buy	+43,735	New	+$723K	0.03%	269
2024 Q1	–	Sell	-47,845	Closed	-$932K	–	769
2023 Q4	$932K	Buy	+47,845	New	+$830K	0.04%	269

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

SageView Advisory Group's SONY Position: Q2 2026 in Review

SageView Advisory Group increased its Sony (SONY) stake by 2.2% in Q2 2026, buying an estimated $5.54K and bringing the position to 12,257 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #556.

SageView Advisory Group first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

SageView Advisory Group held 12,257 shares of Sony worth $246K as of Q2 2026.
SageView Advisory Group bought 263 Sony shares in Q2 2026, an estimated $5.54K.
Sony made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #556 holding.
SageView Advisory Group first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Sony position peaked at $1.13M in Q3 2025.
741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.