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Savvy Advisors Inc’s Sony SONY Stock Holding History

Savvy Advisors Inc’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 		$470K Buy
22,712
+4,816
+27% +$108K 0.01% 700
2025
Q4 		$458K Buy
17,896
+3,521
+24% +$98.8K 0.01% 603
2025
Q3 		$414K Sell
14,375
-464
-3% -$12.5K 0.02% 494
2025
Q2 		$386K Buy
14,839
+1,760
+13% +$44K 0.03% 423
2025
Q1 		$332K Buy
13,079
+754
+6% +$17.4K 0.03% 368
2024
Q4 		$261K Buy
+12,325
New +$240K 0.03% 370

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

Savvy Advisors Inc's SONY Position: Q1 2026 in Review

Savvy Advisors Inc increased its Sony (SONY) stake by 27% in Q1 2026, buying an estimated $108K and bringing the position to 22,712 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #700.

Savvy Advisors Inc first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Savvy Advisors Inc held 22,712 shares of Sony worth $470K as of Q1 2026.
  • Savvy Advisors Inc bought 4,816 Sony shares in Q1 2026, an estimated $108K.
  • Sony made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #700 holding.
  • Savvy Advisors Inc first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

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