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Strategic Global Advisors’s Sony SONY Stock Holding History

Strategic Global 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
Q2 		$436K Sell
21,755
-62,554
-74% -$1.32M 0.06% 120
2026
Q1 		$1.75M Buy
84,309
+18,927
+29% +$424K 0.28% 83
2025
Q4 		$1.67M Buy
65,382
+23,452
+56% +$658K 0.26% 93
2025
Q3 		$1.21M Sell
41,930
-3,396
-7% -$91.3K 0.18% 105
2025
Q2 		$1.18M Buy
45,326
+6,011
+15% +$150K 0.19% 104
2025
Q1 		$998K Sell
39,315
-686
-2% -$15.9K 0.2% 106
2024
Q4 		$846K Sell
40,001
-65,699
-62% -$1.28M 0.15% 106
2024
Q3 		$408K Buy
+105,700
New +$1.93M 0.08% 124
2023
Q4 		– Sell
-20,365
Closed -$336K – 155
2023
Q3 		$336K Sell
20,365
-1,325
-6% -$23.1K 0.06% 129
2023
Q2 		$391K Sell
21,690
-395
-2% -$7.41K 0.06% 127
2023
Q1 		$400K Buy
+22,085
New +$383K 0.06% 124
2022
Q2 		– Sell
-24,590
Closed -$505K – 161
2022
Q1 		$505K Buy
24,590
+9,935
+68% +$216K 0.07% 114
2021
Q4 		$1.63M Sell
14,655
-58,605
-80% -$1.4M 0.21% 111
2021
Q3 		$1.62M Sell
73,260
-41,175
-36% -$862K 0.24% 111
2021
Q2 		$2.23M Sell
114,435
-111,885
-49% -$2.27M 0.4% 88
2021
Q1 		$4.8M Buy
226,320
+590
+0.3% +$12.5K 0.86% 38
2020
Q4 		$4.56M Sell
225,730
-58,940
-21% -$1.03M 0.81% 40
2020
Q3 		$4.37M Sell
284,670
-17,415
-6% -$271K 0.82% 43
2020
Q2 		$4.18M Buy
302,085
+33,660
+13% +$437K 0.89% 36
2020
Q1 		$3.18M Sell
268,425
-3,215
-1% -$42.1K 0.82% 36
2019
Q4 		$3.69M Buy
271,640
+1,445
+0.5% +$18K 0.77% 38
2019
Q3 		$3.19M Buy
270,195
+1,175
+0.4% +$13.3K 0.72% 44
2019
Q2 		$2.82M Buy
269,020
+1,770
+0.7% +$17.4K 0.6% 48
2019
Q1 		$2.26M Buy
267,250
+212,535
+388% +$1.99M 0.48% 66
2018
Q4 		$528K Buy
54,715
+9,940
+22% +$105K 0.19% 99
2018
Q3 		$543K Buy
44,775
+18,485
+70% +$203K 0.16% 111
2018
Q2 		$254K Hold
26,290
– – 0.06% 175
2018
Q1 		$254K Buy
+26,290
New +$259K 0.09% 165

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

Strategic Global Advisors's SONY Position: Q2 2026 in Review

Strategic Global Advisors reduced its Sony (SONY) stake by 74% in Q2 2026, selling an estimated $1.32M and leaving 21,755 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #120.

Strategic Global Advisors first reported a position in SONY in Q1 2018 and has held it in 28 quarters since. The position peaked at $4.8M in Q1 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Strategic Global Advisors held 21,755 shares of Sony worth $436K as of Q2 2026.
  • Strategic Global Advisors sold 62,554 Sony shares in Q2 2026, an estimated $1.32M.
  • Sony made up 0.06% of Strategic Global Advisors's portfolio in Q2 2026, its #120 holding.
  • Strategic Global Advisors first reported a position in Sony in Q1 2018 and has held it in 28 quarters since.
  • Strategic Global Advisors's Sony position peaked at $4.8M in Q1 2021.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.