Adero Partners’s Sony SONY Stock Holding History

Adero Partners’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
2025 Q1	$288K	Buy	11,348 +975	+9%	+$22.5K	0.02%	184
2024 Q4	$219K	Buy	+10,373	New	+$202K	0.01%	220

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's SONY Position: Q1 2025 in Review

Adero Partners increased its Sony (SONY) stake by 9.4% in Q1 2025, buying an estimated $22.5K and bringing the position to 11,348 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #184.

Adero Partners first reported a position in SONY in Q4 2024 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

Adero Partners held 11,348 shares of Sony worth $288K as of Q1 2025.
Adero Partners bought 975 Sony shares in Q1 2025, an estimated $22.5K.
Sony made up 0.02% of Adero Partners's portfolio in Q1 2025, its #184 holding.
Adero Partners first reported a position in Sony in Q4 2024 and has held it in 2 quarters since.
748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.