S
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SimplyRich’s Sony SONY Stock Holding History

SimplyRich’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 		– Sell
-28,667
Closed -$593K – 202
2026
Q1 		$593K Sell
28,667
-1,060
-4% -$23.8K 0.15% 134
2025
Q4 		$761K Buy
29,727
+12
+0% +$337 0.2% 96
2025
Q3 		$855K Buy
29,715
+648
+2% +$17.4K 0.23% 91
2025
Q2 		$756K Hold
29,067
– – 0.21% 96
2025
Q1 		$738K Buy
29,067
+9
+0% +$208 0.21% 97
2024
Q4 		$614K Buy
29,058
+7,853
+37% +$153K 0.18% 113
2024
Q3 		$409K Buy
+21,205
New +$386K 0.11% 145
2024
Q2 		– Sell
-39,060
Closed -$670K – 185
2024
Q1 		$670K Sell
39,060
-1,670
-4% -$30.7K 0.22% 95
2023
Q4 		$771K Buy
+40,730
New +$707K 0.27% 89

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

SimplyRich's SONY Position: Q2 2026 in Review

SimplyRich sold out of Sony (SONY) in Q2 2026, closing a stake of 28,667 shares — an estimated $593K sold.

SimplyRich first reported a position in SONY in Q4 2023 and held it in 9 quarters. The position peaked at $855K in Q3 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • SimplyRich reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 28,667 Sony shares in Q2 2026, an estimated $593K.
  • SimplyRich first reported a position in Sony in Q4 2023 and held it in 9 quarters.
  • SimplyRich's Sony position peaked at $855K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.