VisionPoint Advisory Group’s Sony SONY Stock Holding History

VisionPoint Advisory Group’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	-9,116	Closed	-$233K	–	474
2025 Q4	$233K	Buy	9,116 +1,983	+28%	+$55.7K	0.05%	356
2025 Q3	$205K	Buy	+7,133	New	+$192K	0.04%	384
2024 Q2	–	Sell	-180	Closed	-$3.09K	–	874
2024 Q1	$3.09K	Buy	+180	New	+$3.31K	﹤0.01%	626
2023 Q4	–	Sell	-4,405	Closed	-$72.6K	–	870
2023 Q3	$72.6K	Buy	+4,405	New	+$76.9K	0.03%	219

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

VisionPoint Advisory Group's SONY Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Sony (SONY) in Q1 2026, closing a stake of 9,116 shares — an estimated $233K sold.

VisionPoint Advisory Group first reported a position in SONY in Q3 2023 and held it in 4 quarters. The position peaked at $233K in Q4 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

VisionPoint Advisory Group reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 9,116 Sony shares in Q1 2026, an estimated $233K.
VisionPoint Advisory Group first reported a position in Sony in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Sony position peaked at $233K in Q4 2025.
736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.