Sunpointe’s Sony SONY Stock Holding History

Sunpointe’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	-9,454	Closed	-$242K	–	290
2025 Q4	$242K	Buy	9,454 +493	+6%	+$13.8K	0.08%	226
2025 Q3	$258K	Sell	8,961 -4,023	-31%	-$108K	0.09%	204
2025 Q2	$338K	Buy	12,984 +3,499	+37%	+$87.6K	0.13%	149
2025 Q1	$241K	Hold	9,485	–	–	0.13%	148
2024 Q4	$201K	Buy	+9,485	New	+$185K	0.1%	182

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

Sunpointe's SONY Position: Q1 2026 in Review

Sunpointe sold out of Sony (SONY) in Q1 2026, closing a stake of 9,454 shares — an estimated $242K sold.

Sunpointe first reported a position in SONY in Q4 2024 and held it in 5 quarters. The position peaked at $338K in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Sunpointe reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Sunpointe sold 9,454 Sony shares in Q1 2026, an estimated $242K.
Sunpointe first reported a position in Sony in Q4 2024 and held it in 5 quarters.
Sunpointe's Sony position peaked at $338K in Q2 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.