Strategic Investment Advisors’s Sony SONY Stock Holding History

Strategic Investment 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 Q1	$586K	Sell	28,326 -7,545	-21%	-$169K	0.04%	200
2025 Q4	$918K	Buy	35,871 +285	+0.8%	+$8K	0.08%	110
2025 Q3	$1.02M	Sell	35,586 -2,043	-5%	-$54.9K	0.09%	101
2025 Q2	$979K	Buy	37,629 +25,096	+200%	+$628K	0.1%	100
2025 Q1	$318K	Sell	12,533 -1,024	-8%	-$23.7K	0.03%	202
2024 Q4	$287K	Buy	13,557 +137	+1%	+$2.67K	0.03%	210
2024 Q3	$259K	Buy	13,420 +80	+0.6%	+$1.46K	0.03%	223
2024 Q2	$227K	Buy	13,340 +135	+1%	+$2.23K	0.03%	226
2024 Q1	$226K	Buy	13,205 +660	+5%	+$12.1K	0.03%	232
2023 Q4	$238K	Sell	12,545 -10	-0.1%	-$173	0.03%	219
2023 Q3	$207K	Buy	12,555 +170	+1%	+$2.97K	0.03%	227
2023 Q2	$223K	Buy	12,385 +1,350	+12%	+$25.3K	0.03%	180
2023 Q1	$200K	Buy	+11,035	New	+$191K	0.04%	232

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Strategic Investment Advisors's SONY Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Sony (SONY) stake by 21% in Q1 2026, selling an estimated $169K and leaving 28,326 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #200.

Strategic Investment Advisors first reported a position in SONY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Strategic Investment Advisors held 28,326 shares of Sony worth $586K as of Q1 2026.
Strategic Investment Advisors sold 7,545 Sony shares in Q1 2026, an estimated $169K.
Sony made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #200 holding.
Strategic Investment Advisors first reported a position in Sony in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Advisors's Sony position peaked at $1.02M in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.