Simon Quick Advisors’s Sony SONY Stock Holding History

Simon Quick 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	-9,860	Closed	-$252K	–	419
2025 Q4	$252K	Buy	9,860 +802	+9%	+$22.5K	0.01%	337
2025 Q3	$261K	Buy	9,058 +728	+9%	+$19.6K	0.01%	346
2025 Q2	$217K	Sell	8,330 -9,043	-52%	-$226K	0.01%	340
2025 Q1	$441K	Buy	17,373 +6,279	+57%	+$145K	0.03%	327
2024 Q4	$235K	Buy	+11,094	New	+$216K	0.01%	405
2023 Q4	–	Sell	-13,070	Closed	-$215K	–	379
2023 Q3	$215K	Buy	13,070 +85	+0.7%	+$1.48K	0.02%	296
2023 Q2	$234K	Buy	12,985 +350	+3%	+$6.57K	0.02%	252
2023 Q1	$229K	Buy	+12,635	New	+$219K	0.02%	247
2020 Q4	–	Sell	-1,080	Closed	-$17K	–	541
2020 Q3	$17K	Buy	+1,080	New	+$16.8K	﹤0.01%	312
2019 Q2	–	Sell	-5,000	Closed	-$42K	–	582
2019 Q1	$42K	Buy	+5,000	New	+$46.8K	0.02%	223

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Simon Quick Advisors's SONY Position: Q1 2026 in Review

Simon Quick Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 9,860 shares — an estimated $252K sold.

Simon Quick Advisors first reported a position in SONY in Q1 2019 and held it in 10 quarters. The position peaked at $441K in Q1 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Simon Quick Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Simon Quick Advisors sold 9,860 Sony shares in Q1 2026, an estimated $252K.
Simon Quick Advisors first reported a position in Sony in Q1 2019 and held it in 10 quarters.
Simon Quick Advisors's Sony position peaked at $441K in Q1 2025.
736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.