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Stratos Wealth Partners’s Sony SONY Stock Holding History

Stratos Wealth Partners’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 		– Sell
-11,221
Closed -$287K – 1689
2025
Q4 		$287K Sell
11,221
-654
-6% -$18.4K ﹤0.01% 1313
2025
Q3 		$342K Buy
11,875
+874
+8% +$23.5K ﹤0.01% 1187
2025
Q2 		$286K Buy
11,001
+812
+8% +$20.3K ﹤0.01% 1159
2025
Q1 		$259K Sell
10,189
-6,112
-37% -$141K ﹤0.01% 1155
2024
Q4 		$345K Sell
16,301
-79
-0.5% -$1.54K ﹤0.01% 1087
2024
Q3 		$316K Buy
16,380
+1,725
+12% +$31.4K ﹤0.01% 1125
2024
Q2 		$249K Sell
14,655
-1,800
-11% -$29.8K ﹤0.01% 1167
2024
Q1 		$282K Sell
16,455
-4,675
-22% -$85.9K ﹤0.01% 1132
2023
Q4 		$400K Sell
21,130
-2,080
-9% -$36.1K 0.01% 957
2023
Q3 		$383K Buy
23,210
+2,240
+11% +$39.1K 0.01% 920
2023
Q2 		$378K Buy
20,970
+3,970
+23% +$74.5K 0.01% 867
2023
Q1 		$308K Sell
17,000
-4,675
-22% -$81K 0.01% 863
2022
Q4 		$331K Buy
21,675
+3,780
+21% +$56.5K 0.01% 855
2022
Q3 		$229K Sell
17,895
-340
-2% -$5.45K 0.01% 970
2022
Q2 		$298K Sell
18,235
-2,005
-10% -$35.5K 0.01% 930
2022
Q1 		$416K Buy
20,240
+2,655
+15% +$57.7K 0.01% 882
2021
Q4 		$445K Buy
17,585
+5,585
+47% +$133K 0.01% 851
2021
Q3 		$265K Buy
+12,000
New +$251K 0.01% 983
2018
Q4 		– Sell
-3,060
Closed -$37K – 2251
2018
Q3 		$37K Buy
+3,060
New +$33.7K ﹤0.01% 1599
2018
Q2 		– Sell
-3,390
Closed -$33K – 2336
2018
Q1 		$33K Buy
3,390
+335
+11% +$3.3K ﹤0.01% 1798
2017
Q4 		$27K Buy
+3,055
New +$26.2K ﹤0.01% 1804

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stratos Wealth Partners's SONY Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Sony (SONY) in Q1 2026, closing a stake of 11,221 shares — an estimated $287K sold.

Stratos Wealth Partners first reported a position in SONY in Q4 2017 and held it in 21 quarters. The position peaked at $445K in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,221 Sony shares in Q1 2026, an estimated $287K.
  • Stratos Wealth Partners first reported a position in Sony in Q4 2017 and held it in 21 quarters.
  • Stratos Wealth Partners's Sony position peaked at $445K in Q4 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.