Creative Planning

Position in SONY — Sony Group Corp

CIK 1540235 OVERLAND PARK, KS

Position in SONY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$38,768,325

-$7,026,644 QoQ

Shares Held

1,872,866

+4.7% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4514471403720287.ToString("F0")% Shared 0.ToString("F0")% None 99.54855285962797.ToString("F0")%

Technology · as of Mar 31, 2026

Creative Planning holds $3,121,619,222 across 4 Consumer Electronics names. SONY ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	12,129,399	$3,078,320,171
2	SONY	Sony Group Corp This page	1,872,866	$38,768,325
3	LPL	LG Display Co., Ltd.	909,221	$3,527,777
4	SONO	Sonos Inc	74,847	$1,002,949

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,768,325	1,872,866	+4.7%	Shares	Defined	2026-05-12
2025-12-31	$45,794,969	1,788,866	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$51,585,662	1,791,791	+4.0%	Shares	Defined	2025-11-14
2025-06-30	$44,837,845	1,722,545	+2.3%	Shares	Sole	2025-08-08
2025-03-31	$42,737,107	1,683,226	+5.8%	Shares	Defined	2025-05-15
2024-12-31	$33,661,898	1,590,827	+424.5%	Shares	Defined	2025-02-14
2024-09-30	$5,857,839	303,295	+6.6%	Shares	Defined	2024-10-11
2024-06-30	$4,835,955	284,636	+2.7%	Shares	Defined	2024-08-15
2024-03-31	$4,754,025	277,235	-0.3%	Shares	Defined	2024-05-13
2023-12-31	$5,268,210	278,182	+7.1%	Shares	Defined	2024-02-14
2023-09-30	$4,282,913	259,854	-6.1%	Shares	Sole	2023-11-16
2023-06-30	$4,985,747	276,863	+1.9%	Shares	Sole	2023-07-21
2023-03-31	$4,923,581	271,571	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$4,071,307	266,866	-4.3%	Shares	Sole	2023-02-10
2022-09-30	$3,573,503	278,962	+7.6%	Shares	Sole	2022-11-03
2022-06-30	$4,241,524	259,357	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$5,332,415	259,586	+273.8%	Shares	Sole	2022-05-16
2021-12-31	$1,755,468	69,441	-0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,542,369	69,740	+11.8%	Shares	Sole	2021-11-10
2021-06-30	$1,212,838	62,376	-4.5%	Shares	Sole	2021-08-04
2021-03-31	$1,384,766	65,313	-11.5%	Shares	Sole	2021-04-30
2020-12-31	$1,492,660	73,821	+47.3%	Shares	Sole	2021-01-29
2020-09-30	$769,035	50,100	+23.6%	Shares	Sole	2020-11-05
2020-06-30	$560,450	40,536	+44.3%	Shares	Sole	2020-07-23
2020-03-31	$332,425	28,086	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.