Twelve Points Wealth Management’s Sony SONY Stock Holding History

Twelve Points Wealth Management’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 Q3	$524K	Sell	20,693 -370	-2%	-$8.48K	0.1%	141
2026 Q2	$423K	Sell	21,063 -1,939	-8%	-$40.9K	0.08%	145
2026 Q1	$476K	Hold	23,002	–	–	0.1%	133
2025 Q4	$576K	Hold	23,002	–	–	0.13%	126
2025 Q3	$662K	Sell	23,002 -325	-1%	-$8.74K	0.17%	121
2025 Q2	$607K	Sell	23,327 -18	-0.1%	-$450	0.16%	126
2025 Q1	$593K	Sell	23,345 -400	-2%	-$9.24K	0.16%	119
2024 Q4	$502K	Sell	23,745 -815	-3%	-$15.9K	0.14%	123
2024 Q3	$474K	Buy	24,560 +210	+0.9%	+$3.83K	0.15%	123
2024 Q2	$414K	Hold	24,350	–	–	0.15%	130
2024 Q1	$418K	Sell	24,350 -460	-2%	-$8.46K	0.15%	124
2023 Q4	$470K	Sell	24,810 -375	-1%	-$6.5K	0.22%	115
2023 Q3	$415K	Sell	25,185 -55	-0.2%	-$960	0.21%	123
2023 Q2	$455K	Sell	25,240 -140	-0.6%	-$2.63K	0.24%	123
2023 Q1	$460K	Sell	25,380 -75	-0.3%	-$1.3K	0.26%	112
2022 Q4	$388K	Hold	25,455	–	–	0.26%	114
2022 Q3	$326K	Sell	25,455 -290	-1%	-$4.65K	0.25%	127
2022 Q2	$421K	Sell	25,745 -30	-0.1%	-$531	0.32%	109
2022 Q1	$529K	Sell	25,775 -3,295	-11%	-$71.6K	0.4%	93
2021 Q4	$735K	Buy	+29,070	New	+$692K	0.6%	54

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Twelve Points Wealth Management's SONY Position: Q3 2026 in Review

Twelve Points Wealth Management reduced its Sony (SONY) stake by 1.8% in Q3 2026, selling an estimated $8.48K and leaving 20,693 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #141.

Twelve Points Wealth Management first reported a position in SONY in Q4 2021 and has held it in 20 quarters since. The position peaked at $735K in Q4 2021. 551 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Twelve Points Wealth Management held 20,693 shares of Sony worth $524K as of Q3 2026.
Twelve Points Wealth Management sold 370 Sony shares in Q3 2026, an estimated $8.48K.
Sony made up 0.1% of Twelve Points Wealth Management's portfolio in Q3 2026, its #141 holding.
Twelve Points Wealth Management first reported a position in Sony in Q4 2021 and has held it in 20 quarters since.
Twelve Points Wealth Management's Sony position peaked at $735K in Q4 2021.
551 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.