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Vestmark Advisory Solutions’s Sony SONY Stock Holding History

Vestmark Advisory Solutions’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 		$5.3M Sell
264,233
-6,647
-2% -$140K 0.05% 366
2026
Q1 		$5.61M Buy
270,880
+5,480
+2% +$123K 0.06% 318
2025
Q4 		$6.79M Buy
265,400
+110,152
+71% +$3.09M 0.09% 230
2025
Q3 		$4.47M Sell
155,248
-29,226
-16% -$786K 0.09% 234
2025
Q2 		$4.8M Sell
184,474
-5,786
-3% -$145K 0.07% 209
2025
Q1 		$4.83M Buy
190,260
+99,274
+109% +$2.29M 0.12% 217
2024
Q4 		$1.93M Sell
90,986
-1,859
-2% -$36.2K 0.07% 263
2024
Q3 		$1.79M Sell
92,845
-3,725
-4% -$67.9K 0.07% 256
2024
Q2 		$1.64M Buy
96,570
+215
+0.2% +$3.56K 0.07% 265
2024
Q1 		$1.65M Sell
96,355
-690
-0.7% -$12.7K 0.07% 261
2023
Q4 		$1.84M Sell
97,045
-60
-0.1% -$1.04K 0.09% 233
2023
Q3 		$1.6M Sell
97,105
-14,280
-13% -$249K 0.12% 201
2023
Q2 		$2.01M Sell
111,385
-4,575
-4% -$85.8K 0.08% 317
2023
Q1 		$2.1M Buy
115,960
+20,720
+22% +$359K 0.09% 289
2022
Q4 		$1.45M Buy
95,240
+2,050
+2% +$30.6K 0.07% 330
2022
Q3 		$1.19M Buy
93,190
+55,620
+148% +$891K 0.07% 338
2022
Q2 		$614K Sell
37,570
-11,390
-23% -$202K 0.04% 496
2022
Q1 		$1M Buy
48,960
+21,695
+80% +$472K 0.06% 356
2021
Q4 		$690K Buy
27,265
+14,055
+106% +$335K 0.04% 451
2021
Q3 		$292K Sell
13,210
-6,535
-33% -$137K 0.02% 675
2021
Q2 		$384K Buy
19,745
+1,220
+7% +$24.7K 0.03% 553
2021
Q1 		$393K Sell
18,525
-2,470
-12% -$52.2K 0.03% 520
2020
Q4 		$425K Buy
+20,995
New +$365K 0.05% 395

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Vestmark Advisory Solutions's SONY Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Sony (SONY) stake by 2.5% in Q2 2026, selling an estimated $140K and leaving 264,233 shares worth $5.3M. The position accounts for 0.05% of the portfolio, ranked #366.

Vestmark Advisory Solutions first reported a position in SONY in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.79M in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Vestmark Advisory Solutions held 264,233 shares of Sony worth $5.3M as of Q2 2026.
  • Vestmark Advisory Solutions sold 6,647 Sony shares in Q2 2026, an estimated $140K.
  • Sony made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #366 holding.
  • Vestmark Advisory Solutions first reported a position in Sony in Q4 2020 and has held it in 23 quarters since.
  • Vestmark Advisory Solutions's Sony position peaked at $6.79M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.