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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
Q2 		$601K Buy
29,974
+1,648
+6% +$34.7K 0.04% 196
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
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 Investment Advisors's SONY Position: Q2 2026 in Review

Strategic Investment Advisors increased its Sony (SONY) stake by 5.8% in Q2 2026, buying an estimated $34.7K and bringing the position to 29,974 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #196.

Strategic Investment Advisors first reported a position in SONY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Strategic Investment Advisors held 29,974 shares of Sony worth $601K as of Q2 2026.
  • Strategic Investment Advisors bought 1,648 Sony shares in Q2 2026, an estimated $34.7K.
  • Sony made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • Strategic Investment Advisors first reported a position in Sony in Q1 2023 and has held it in 14 quarters since.
  • Strategic Investment Advisors's Sony position peaked at $1.02M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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