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 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 $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Twelve Points Wealth Management's SONY Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Sony (SONY) stake by 8.4% in Q2 2026, selling an estimated $40.9K and leaving 21,063 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #145.

Twelve Points Wealth Management first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $735K in Q4 2021. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Twelve Points Wealth Management held 21,063 shares of Sony worth $423K as of Q2 2026.
Twelve Points Wealth Management sold 1,939 Sony shares in Q2 2026, an estimated $40.9K.
Sony made up 0.08% of Twelve Points Wealth Management's portfolio in Q2 2026, its #145 holding.
Twelve Points Wealth Management first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
Twelve Points Wealth Management's Sony position peaked at $735K in Q4 2021.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.