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Summit Trail Advisors’s Sony SONY Stock Holding History

Summit Trail 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 		$2M Buy
96,394
+64,092
+198% +$1.44M 0.03% 529
2025
Q4 		$827K Sell
32,302
-6,530
-17% -$183K 0.01% 905
2025
Q3 		$1.12M Sell
38,832
-2,182
-5% -$58.7K 0.02% 766
2025
Q2 		$1.07M Buy
+41,014
New +$1.03M 0.02% 451
2024
Q4 		– Sell
-23,455
Closed -$453K – 710
2024
Q3 		$453K Sell
23,455
-4,455
-16% -$81.2K 0.01% 421
2024
Q2 		$474K Sell
27,910
-2,345
-8% -$38.8K 0.01% 381
2024
Q1 		$519K Buy
30,255
+5,490
+22% +$101K 0.01% 332
2023
Q4 		$469K Buy
24,765
+1,430
+6% +$24.8K 0.02% 296
2023
Q3 		$385K Buy
23,335
+1,000
+4% +$17.5K 0.01% 323
2023
Q2 		$402K Buy
22,335
+750
+3% +$14.1K 0.02% 307
2023
Q1 		$391K Buy
21,585
+3,520
+19% +$61K 0.02% 262
2022
Q4 		$276K Buy
+18,065
New +$270K 0.01% 296
2018
Q2 		– Sell
-154,720
Closed -$1.45M – 654
2018
Q1 		$1.45M Buy
154,720
+142,975
+1,217% +$1.41M 0.25% 90
2017
Q4 		$115K Buy
+11,745
New +$101K 0.01% 586

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

Summit Trail Advisors's SONY Position: Q1 2026 in Review

Summit Trail Advisors increased its Sony (SONY) stake by 198% in Q1 2026, buying an estimated $1.44M and bringing the position to 96,394 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #529.

Summit Trail Advisors first reported a position in SONY in Q4 2017 and has held it in 14 quarters since. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Summit Trail Advisors held 96,394 shares of Sony worth $2M as of Q1 2026.
  • Summit Trail Advisors bought 64,092 Sony shares in Q1 2026, an estimated $1.44M.
  • Sony made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #529 holding.
  • Summit Trail Advisors first reported a position in Sony in Q4 2017 and has held it in 14 quarters since.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.