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Secured Retirement Advisors’s Sony SONY Stock Holding History

Secured Retirement 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
-47,162
Closed -$1.21M – 142
2025
Q4 		$1.21M Sell
47,162
-4,263
-8% -$120K 0.67% 56
2025
Q3 		$1.48M Sell
51,425
-9,625
-16% -$259K 0.83% 41
2025
Q2 		$1.59M Sell
61,050
-415
-0.7% -$10.4K 0.95% 34
2025
Q1 		$1.56M Sell
61,465
-1,865
-3% -$43.1K 1.01% 25
2024
Q4 		$1.34M Buy
+63,330
New +$1.23M 0.77% 51

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

Secured Retirement Advisors's SONY Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 47,162 shares — an estimated $1.21M sold.

Secured Retirement Advisors first reported a position in SONY in Q4 2024 and held it in 5 quarters. The position peaked at $1.59M in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 47,162 Sony shares in Q1 2026, an estimated $1.21M.
  • Secured Retirement Advisors first reported a position in Sony in Q4 2024 and held it in 5 quarters.
  • Secured Retirement Advisors's Sony position peaked at $1.59M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.