West Family Investments’s Sony SONY Stock Holding History

West Family Investments’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	$460K	Sell	22,918 -2,095	-8%	-$44.2K	0.13%	206
2026 Q1	$518K	Sell	25,013 -9,215	-27%	-$206K	0.18%	102
2025 Q4	$876K	Hold	34,228	–	–	0.21%	100
2025 Q3	$985K	Buy	34,228 +385	+1%	+$10.4K	0.22%	97
2025 Q2	$881K	Buy	33,843 +7,118	+27%	+$178K	0.23%	89
2025 Q1	$679K	Hold	26,725	–	–	0.26%	80
2024 Q4	$566K	Sell	26,725 -385	-1%	-$7.5K	0.2%	103
2024 Q3	$524K	Buy	27,110 +3,115	+13%	+$56.8K	0.18%	117
2024 Q2	$408K	Hold	23,995	–	–	0.12%	136
2024 Q1	$411K	Hold	23,995	–	–	0.13%	131
2023 Q4	$454K	Hold	23,995	–	–	0.15%	102
2023 Q3	$395K	Hold	23,995	–	–	0.14%	116
2023 Q2	$432K	Hold	23,995	–	–	0.17%	110
2023 Q1	$435K	Hold	23,995	–	–	0.17%	94
2022 Q4	$366K	Buy	+23,995	New	+$358K	0.12%	134
2022 Q2	–	Sell	-29,380	Closed	-$604K	–	303
2022 Q1	$604K	Sell	29,380 -4,555	-13%	-$99K	0.17%	93
2021 Q4	$858K	Buy	33,935 +4,625	+16%	+$110K	0.23%	78
2021 Q3	$648K	Buy	29,310 +5,390	+23%	+$113K	0.17%	112
2021 Q2	$465K	Buy	+23,920	New	+$485K	0.13%	142
2014 Q4	–	Sell	-10,000	Closed	-$36K	–	116
2014 Q3	$36K	Hold	10,000	–	–	0.01%	102
2014 Q2	$34K	Hold	10,000	–	–	0.01%	99
2014 Q1	$38K	Hold	10,000	–	–	0.01%	100
2013 Q4	$35K	Hold	10,000	–	–	0.01%	100
2013 Q3	$43K	Hold	10,000	–	–	0.01%	94
2013 Q2	$42K	Buy	+10,000	New	+$37.6K	0.01%	103

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

West Family Investments's SONY Position: Q2 2026 in Review

West Family Investments reduced its Sony (SONY) stake by 8.4% in Q2 2026, selling an estimated $44.2K and leaving 22,918 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #206.

West Family Investments first reported a position in SONY in Q2 2013 and has held it in 25 quarters since. The position peaked at $985K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

West Family Investments held 22,918 shares of Sony worth $460K as of Q2 2026.
West Family Investments sold 2,095 Sony shares in Q2 2026, an estimated $44.2K.
Sony made up 0.13% of West Family Investments's portfolio in Q2 2026, its #206 holding.
West Family Investments first reported a position in Sony in Q2 2013 and has held it in 25 quarters since.
West Family Investments's Sony position peaked at $985K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.