Sittner & Nelson’s Sony SONY Stock Holding History

Sittner & Nelson’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	$4.37K	Buy	218 +118	+118%	+$2.49K	﹤0.01%	500
2026 Q1	$2.07K	Hold	100	–	–	﹤0.01%	513
2025 Q4	$2.23K	Hold	100	–	–	﹤0.01%	479
2025 Q3	$2.88K	Hold	100	–	–	﹤0.01%	428
2025 Q2	$2.6K	Hold	100	–	–	﹤0.01%	441
2025 Q1	$2.54K	Hold	100	–	–	﹤0.01%	431
2024 Q4	$2.12K	Hold	100	–	–	﹤0.01%	416
2024 Q3	$1.93K	Hold	100	–	–	﹤0.01%	405
2024 Q2	$1.7K	Hold	100	–	–	﹤0.01%	427
2024 Q1	$1.72K	Hold	100	–	–	﹤0.01%	449
2023 Q4	$1.89K	Hold	100	–	–	﹤0.01%	419
2023 Q3	$1.65K	Hold	100	–	–	﹤0.01%	424
2023 Q2	$1.8K	Buy	+100	New	+$1.88K	﹤0.01%	441

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Sittner & Nelson's SONY Position: Q2 2026 in Review

Sittner & Nelson increased its Sony (SONY) stake by 118% in Q2 2026, buying an estimated $2.49K and bringing the position to 218 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Sittner & Nelson first reported a position in SONY in Q2 2023 and has held it in 13 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Sittner & Nelson held 218 shares of Sony worth $4.37K as of Q2 2026.
Sittner & Nelson bought 118 Sony shares in Q2 2026, an estimated $2.49K.
Sony made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #500 holding.
Sittner & Nelson first reported a position in Sony in Q2 2023 and has held it in 13 quarters since.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.