Rothwell Investment Advisors, LLC’s Sony SONY Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$245K	Buy	+10,411	New	+$239K	0.13%	153

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SONY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Sony (SONY) in Q3 2026: 10,411 shares worth $245K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings.

367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Rothwell Investment Advisors, LLC held 10,411 shares of Sony worth $245K as of Q3 2026.
Sony was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Sony made up 0.13% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #153 holding.
367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.