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Simplicity Wealth’s Sony SONY Stock Holding History

Simplicity Wealth’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
-15,463
Closed -$396K – 789
2025
Q4 		$396K Sell
15,463
-68
-0.4% -$1.91K 0.02% 483
2025
Q3 		$447K Buy
+15,531
New +$418K 0.03% 466
2024
Q3 		– Sell
-39,920
Closed -$678K – 1097
2024
Q2 		$678K Sell
39,920
-5,415
-12% -$89.5K 0.02% 643
2024
Q1 		$777K Buy
+45,335
New +$833K 0.02% 592

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 $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 $6.48B 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 $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

Simplicity Wealth's SONY Position: Q1 2026 in Review

Simplicity Wealth sold out of Sony (SONY) in Q1 2026, closing a stake of 15,463 shares — an estimated $396K sold.

Simplicity Wealth first reported a position in SONY in Q1 2024 and held it in 4 quarters. The position peaked at $777K in Q1 2024. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Simplicity Wealth reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 15,463 Sony shares in Q1 2026, an estimated $396K.
  • Simplicity Wealth first reported a position in Sony in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Sony position peaked at $777K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.