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Sequoia Financial Advisors’s Sony SONY Stock Holding History

Sequoia Financial 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
Q2 		$2.49M Sell
123,969
-47,647
-28% -$1M 0.01% 543
2026
Q1 		$3.55M Buy
171,616
+46,450
+37% +$1.04M 0.02% 407
2025
Q4 		$3.2M Sell
125,166
-2,077
-2% -$58.3K 0.02% 436
2025
Q3 		$3.66M Buy
127,243
+701
+0.6% +$18.9K 0.02% 367
2025
Q2 		$3.29M Buy
126,542
+13,450
+12% +$337K 0.02% 360
2025
Q1 		$2.87M Buy
113,092
+29,523
+35% +$682K 0.02% 367
2024
Q4 		$1.77M Sell
83,569
-12,941
-13% -$252K 0.02% 436
2024
Q3 		$1.86M Buy
96,510
+2,265
+2% +$41.3K 0.02% 391
2024
Q2 		$1.6M Sell
94,245
-7,475
-7% -$124K 0.02% 377
2024
Q1 		$1.74M Sell
101,720
-69,900
-41% -$1.28M 0.02% 356
2023
Q4 		$3.25M Buy
171,620
+93,965
+121% +$1.63M 0.04% 264
2023
Q3 		$1.28M Buy
77,655
+260
+0.3% +$4.54K 0.02% 293
2023
Q2 		$1.39M Buy
77,395
+3,335
+5% +$62.6K 0.02% 292
2023
Q1 		$1.34M Buy
74,060
+3,905
+6% +$67.7K 0.03% 268
2022
Q4 		$1.07M Buy
70,155
+52,845
+305% +$789K 0.03% 275
2022
Q3 		$222K Sell
17,310
-10,740
-38% -$172K 0.01% 466
2022
Q2 		$459K Buy
28,050
+580
+2% +$10.3K 0.01% 339
2022
Q1 		$564K Buy
27,470
+8,680
+46% +$189K 0.01% 326
2021
Q4 		$475K Buy
+18,790
New +$447K 0.01% 333
2021
Q1 		– Sell
-10,110
Closed -$204K – 464
2020
Q4 		$204K Buy
+10,110
New +$176K 0.01% 396

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Sequoia Financial Advisors's SONY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Sony (SONY) stake by 28% in Q2 2026, selling an estimated $1M and leaving 123,969 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #543.

Sequoia Financial Advisors first reported a position in SONY in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.66M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Sequoia Financial Advisors held 123,969 shares of Sony worth $2.49M as of Q2 2026.
  • Sequoia Financial Advisors sold 47,647 Sony shares in Q2 2026, an estimated $1M.
  • Sony made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #543 holding.
  • Sequoia Financial Advisors first reported a position in Sony in Q4 2020 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's Sony position peaked at $3.66M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.