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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SONY holding history

Sony Group Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SONY overviewAll 13F holders of SONYFull Q2 2026 holdings

Shares (Q2 2026)
1,835,524
Value
$36.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SONY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,835,524$36.8M<0.1%−37,342−2.0%ReducedHolders
Q1 20261,872,866$38.8M<0.1%+84,000+4.7%AddedHolders
Q4 20251,788,866$45.8M<0.1%−2,925−0.2%ReducedHolders
Q3 20251,791,791$51.6M<0.1%+69,246+4.0%AddedHolders
Q2 20251,722,545$44.8M<0.1%+39,319+2.3%AddedHolders
Q1 20251,683,226$42.7M<0.1%+92,399+5.8%AddedHolders
Q4 20241,590,827$33.7M<0.1%+74,352+4.9%AddedConverted for a 5-for-1 splitHolders
Q3 2024303,295$29.3M<0.1%+18,659+6.6%AddedHolders
Q2 2024284,636$24.2M<0.1%+7,401+2.7%AddedHolders
Q1 2024277,235$23.8M<0.1%−947−0.3%ReducedHolders
Q4 2023278,182$26.3M<0.1%+18,328+7.1%AddedHolders
Q3 2023259,854$21.4M<0.1%−17,009−6.1%ReducedHolders
Q2 2023276,863$24.9M<0.1%+5,292+1.9%AddedHolders
Q1 2023271,571$24.6M<0.1%+4,705+1.8%AddedHolders
Q4 2022266,866$20.4M<0.1%−12,096−4.3%ReducedHolders
Q3 2022278,962$17.9M<0.1%+19,605+7.6%AddedHolders
Q2 2022259,357$21.2M<0.1%−229−0.1%ReducedHolders
Q1 2022259,586$26.7M<0.1%+190,145+273.8%AddedHolders
Q4 202169,441$8.78M<0.1%−299−0.4%ReducedHolders
Q3 202169,740$7.71M<0.1%+7,364+11.8%AddedHolders
Q2 202162,376$6.06M<0.1%−2,937−4.5%ReducedHolders
Q1 202165,313$6.92M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.