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Waldron Private Wealth’s Sony SONY Stock Holding History

Waldron Private Wealth’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 		$1.9M Buy
91,847
+322
+0.4% +$7.21K 0.07% 97
2025
Q4 		$2.34M Hold
91,525
– – 0.09% 81
2025
Q3 		$2.64M Hold
91,525
– – 0.11% 79
2025
Q2 		$2.38M Sell
91,525
-130
-0.1% -$3.25K 0.1% 81
2025
Q1 		$2.33M Sell
91,655
-7,045
-7% -$163K 0.11% 79
2024
Q4 		$2.09M Sell
98,700
-115
-0.1% -$2.24K 0.08% 108
2024
Q3 		$1.91M Buy
98,815
+3,145
+3% +$57.3K 0.08% 107
2024
Q2 		$1.63M Sell
95,670
-1,200
-1% -$19.8K 0.07% 113
2024
Q1 		$1.66M Buy
96,870
+100
+0.1% +$1.84K 0.08% 112
2023
Q4 		$1.83M Buy
96,770
+1,210
+1% +$21K 0.09% 98
2023
Q3 		$1.58M Buy
95,560
+230
+0.2% +$4.01K 0.08% 110
2023
Q2 		$1.72M Buy
95,330
+10,740
+13% +$201K 0.09% 108
2023
Q1 		$1.53M Buy
84,590
+33,690
+66% +$584K 0.07% 127
2022
Q4 		$652K Hold
50,900
– – 0.04% 206
2022
Q3 		$652K Buy
50,900
+24,420
+92% +$391K 0.04% 206
2022
Q2 		$433K Sell
26,480
-5
-0% -$89 0.02% 255
2022
Q1 		$544K Buy
26,485
+350
+1% +$7.61K 0.03% 244
2021
Q4 		$660K Buy
26,135
+170
+0.7% +$4.05K 0.03% 227
2021
Q3 		$574K Buy
25,965
+65
+0.3% +$1.36K 0.03% 210
2021
Q2 		$503K Sell
25,900
-1,745
-6% -$35.4K 0.03% 204
2021
Q1 		$586K Sell
27,645
-23,350
-46% -$493K 0.04% 177
2020
Q4 		$1.03M Buy
50,995
+745
+1% +$13K 0.08% 123
2020
Q3 		$771K Buy
50,250
+110
+0.2% +$1.71K 0.07% 133
2020
Q2 		$693K Buy
50,140
+100
+0.2% +$1.3K 0.06% 133
2020
Q1 		$592K Buy
50,040
+40
+0.1% +$524 0.06% 133
2019
Q4 		$680K Hold
50,000
– – 0.06% 142
2019
Q3 		$591K Hold
50,000
– – 0.06% 139
2019
Q2 		$523K Sell
50,000
-50,000
-50% -$491K 0.06% 132
2019
Q1 		$844K Buy
+100,000
New +$936K 0.1% 96
2017
Q2 		– Sell
-156,190
Closed -$1.05M – 197
2017
Q1 		$1.05M Buy
+156,190
New +$973K 0.26% 51

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

Waldron Private Wealth's SONY Position: Q1 2026 in Review

Waldron Private Wealth increased its Sony (SONY) stake by 0.35% in Q1 2026, buying an estimated $7.21K and bringing the position to 91,847 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #97.

Waldron Private Wealth first reported a position in SONY in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.64M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Waldron Private Wealth held 91,847 shares of Sony worth $1.9M as of Q1 2026.
  • Waldron Private Wealth bought 322 Sony shares in Q1 2026, an estimated $7.21K.
  • Sony made up 0.07% of Waldron Private Wealth's portfolio in Q1 2026, its #97 holding.
  • Waldron Private Wealth first reported a position in Sony in Q1 2017 and has held it in 30 quarters since.
  • Waldron Private Wealth's Sony position peaked at $2.64M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.