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United Capital Financial Advisors’s Sony SONY Stock Holding History

United Capital Financial 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 		$1.77M Sell
85,312
-3,858
-4% -$86.4K 0.01% 584
2025
Q4 		$2.28M Buy
89,170
+272
+0.3% +$7.64K 0.01% 504
2025
Q3 		$2.56M Buy
88,898
+25,766
+41% +$693K 0.02% 417
2025
Q2 		$1.64M Buy
63,132
+3,294
+6% +$82.4K 0.01% 484
2025
Q1 		$1.52M Sell
59,838
-886
-1% -$20.5K 0.01% 474
2024
Q4 		$1.28M Buy
60,724
+1,214
+2% +$23.6K 0.01% 505
2024
Q3 		$1.15M Buy
59,510
+3,415
+6% +$62.2K 0.01% 512
2024
Q2 		$953K Sell
56,095
-4,405
-7% -$72.8K 0.01% 537
2024
Q1 		$1.04M Buy
60,500
+100
+0.2% +$1.84K 0.01% 551
2023
Q4 		$1.14M Buy
60,400
+47,945
+385% +$832K 0.01% 523
2023
Q3 		$205K Sell
12,455
-3,465
-22% -$60.5K ﹤0.01% 797
2023
Q2 		$287K Buy
15,920
+1,755
+12% +$32.9K ﹤0.01% 780
2023
Q1 		$257K Sell
14,165
-3,305
-19% -$57.3K ﹤0.01% 865
2022
Q4 		$267K Buy
17,470
+835
+5% +$12.5K ﹤0.01% 913
2022
Q3 		$213K Sell
16,635
-3,635
-18% -$58.2K ﹤0.01% 1003
2022
Q2 		$331K Sell
20,270
-1,555
-7% -$27.5K ﹤0.01% 911
2022
Q1 		$448K Sell
21,825
-7,365
-25% -$160K ﹤0.01% 868
2021
Q4 		$738K Sell
29,190
-355
-1% -$8.45K ﹤0.01% 763
2021
Q3 		$653K Sell
29,545
-9,325
-24% -$195K ﹤0.01% 788
2021
Q2 		$756K Sell
38,870
-205
-0.5% -$4.15K ﹤0.01% 764
2021
Q1 		$828K Sell
39,075
-123,890
-76% -$2.62M ﹤0.01% 714
2020
Q4 		$3.29M Sell
162,965
-532,495
-77% -$9.26M 0.02% 414
2020
Q3 		$10.7M Sell
695,460
-215,125
-24% -$3.35M 0.07% 240
2020
Q2 		$12.6M Buy
910,585
+4,840
+0.5% +$62.9K 0.09% 221
2020
Q1 		$10.7M Buy
905,745
+166,565
+23% +$2.18M 0.09% 225
2019
Q4 		$10.1M Buy
739,180
+5,495
+0.7% +$68.5K 0.06% 312
2019
Q3 		$8.68M Sell
733,685
-113,560
-13% -$1.28M 0.06% 311
2019
Q2 		$8.88M Buy
847,245
+39,820
+5% +$391K 0.06% 312
2019
Q1 		$6.82M Sell
807,425
-73,240
-8% -$686K 0.05% 350
2018
Q4 		$8.5M Sell
880,665
-46,390
-5% -$491K 0.07% 281
2018
Q3 		$11.2M Buy
927,055
+172,680
+23% +$1.9M 0.08% 275
2018
Q2 		$7.73M Sell
754,375
-72,735
-9% -$707K 0.06% 342
2018
Q1 		$8M Buy
827,110
+242,810
+42% +$2.39M 0.06% 336
2017
Q4 		$5.25M Buy
+584,300
New +$5.02M 0.04% 402
2016
Q2 		– Sell
-64,270
Closed -$331K – 1287
2016
Q1 		$331K Sell
64,270
-837,460
-93% -$3.84M ﹤0.01% 984
2015
Q4 		$4.44M Buy
901,730
+19,255
+2% +$102K 0.05% 357
2015
Q3 		$4.32M Buy
882,475
+75,675
+9% +$403K 0.05% 351
2015
Q2 		$4.58M Sell
806,800
-6,430
-0.8% -$39.4K 0.05% 352
2015
Q1 		$4.92M Buy
813,230
+380,385
+88% +$1.92M 0.06% 338
2014
Q4 		$1.77M Sell
432,845
-34,260
-7% -$135K 0.03% 501
2014
Q3 		$1.69M Buy
467,105
+116,290
+33% +$419K 0.03% 486
2014
Q2 		$1.18M Buy
350,815
+283,520
+421% +$980K 0.02% 528
2014
Q1 		$257K Buy
+67,295
New +$232K 0.01% 818
2013
Q4 		– Sell
-108,510
Closed -$467K – 749
2013
Q3 		$467K Buy
108,510
+40,000
+58% +$169K 0.01% 458
2013
Q2 		$290K Buy
+68,510
New +$257K 0.01% 607

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

United Capital Financial Advisors's SONY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Sony (SONY) stake by 4.3% in Q1 2026, selling an estimated $86.4K and leaving 85,312 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #584.

United Capital Financial Advisors first reported a position in SONY in Q2 2013 and has held it in 45 quarters since. The position peaked at $12.6M in Q2 2020. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • United Capital Financial Advisors held 85,312 shares of Sony worth $1.77M as of Q1 2026.
  • United Capital Financial Advisors sold 3,858 Sony shares in Q1 2026, an estimated $86.4K.
  • Sony made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #584 holding.
  • United Capital Financial Advisors first reported a position in Sony in Q2 2013 and has held it in 45 quarters since.
  • United Capital Financial Advisors's Sony position peaked at $12.6M in Q2 2020.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.