AWA
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Aaron Wealth Advisors’s Sony SONY Stock Holding History

Aaron Wealth Advisors’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 		$1.77M Buy
85,664
+18,682
+28% +$419K 0.1% 125
2025
Q4 		$1.71M Buy
66,982
+12,602
+23% +$354K 0.09% 149
2025
Q3 		$1.57M Sell
54,380
-1,374
-2% -$36.9K 0.09% 152
2025
Q2 		$1.45M Buy
55,754
+3,183
+6% +$79.7K 0.15% 94
2025
Q1 		$1.33M Buy
52,571
+2,338
+5% +$54K 0.15% 95
2024
Q4 		$1.06M Buy
50,233
+8,423
+20% +$164K 0.12% 112
2024
Q3 		$808K Buy
41,810
+8,845
+27% +$161K 0.1% 131
2024
Q2 		$560K Sell
32,965
-3,440
-9% -$56.9K 0.08% 158
2024
Q1 		$624K Buy
36,405
+6,650
+22% +$122K 0.09% 139
2023
Q4 		$564K Buy
29,755
+5,365
+22% +$93.1K 0.09% 130
2023
Q3 		$402K Buy
24,390
+1,285
+6% +$22.4K 0.05% 169
2023
Q2 		$416K Buy
23,105
+3,090
+15% +$58K 0.05% 173
2023
Q1 		$363K Buy
20,015
+4,000
+25% +$69.3K 0.05% 183
2022
Q4 		$244K Buy
+16,015
New +$239K 0.04% 215
2022
Q2 		– Sell
-1,219,680
Closed -$2.38M – 744
2022
Q1 		$2.38M Buy
1,219,680
+1,208,685
+10,993% +$26.3M 0.03% 209
2021
Q4 		$277K Buy
10,995
+1,460
+15% +$34.8K 0.08% 151
2021
Q3 		$210K Buy
+9,535
New +$200K 0.06% 153

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