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Stiles Financial Services’s Sony SONY Stock Holding History

Stiles Financial Services’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 		$979K Buy
48,794
+3,079
+7% +$64.9K 0.25% 87
2026
Q1 		$946K Sell
45,715
-982
-2% -$22K 0.29% 84
2025
Q4 		$1.2M Sell
46,697
-3,494
-7% -$98.1K 0.37% 76
2025
Q3 		$1.45M Sell
50,191
-4,507
-8% -$121K 0.46% 68
2025
Q2 		$1.42M Sell
54,698
-11,392
-17% -$285K 0.49% 67
2025
Q1 		$1.68M Sell
66,090
-14,116
-18% -$326K 0.64% 56
2024
Q4 		$1.7M Sell
80,206
-4,924
-6% -$95.9K 0.61% 56
2024
Q3 		$1.64M Sell
85,130
-170
-0.2% -$3.1K 0.58% 58
2024
Q2 		$1.45M Sell
85,300
-2,700
-3% -$44.6K 0.56% 57
2024
Q1 		$1.51M Sell
88,000
-2,995
-3% -$55.1K 0.6% 55
2023
Q4 		$1.72M Buy
90,995
+2,400
+3% +$41.6K 0.78% 43
2023
Q3 		$1.46M Sell
88,595
-2,810
-3% -$49K 0.76% 44
2023
Q2 		$1.65M Buy
91,405
+3,165
+4% +$59.4K 0.82% 36
2023
Q1 		$1.6M Buy
88,240
+975
+1% +$16.9K 0.86% 34
2022
Q4 		$1.33M Buy
87,265
+155
+0.2% +$2.31K 0.76% 41
2022
Q3 		$1.12M Buy
87,110
+21,500
+33% +$345K 0.68% 44
2022
Q2 		$1.07M Sell
65,610
-2,365
-3% -$41.9K 0.65% 50
2022
Q1 		$1.4M Buy
67,975
+1,670
+3% +$36.3K 0.7% 41
2021
Q4 		$1.68M Buy
+66,305
New +$1.58M 0.81% 37

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

Stiles Financial Services's SONY Position: Q2 2026 in Review

Stiles Financial Services increased its Sony (SONY) stake by 6.7% in Q2 2026, buying an estimated $64.9K and bringing the position to 48,794 shares worth $979K. The position accounts for 0.25% of the portfolio, ranked #87.

Stiles Financial Services first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2023. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Stiles Financial Services held 48,794 shares of Sony worth $979K as of Q2 2026.
  • Stiles Financial Services bought 3,079 Sony shares in Q2 2026, an estimated $64.9K.
  • Sony made up 0.25% of Stiles Financial Services's portfolio in Q2 2026, its #87 holding.
  • Stiles Financial Services first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Sony position peaked at $1.72M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.