American Trust’s Sony SONY Stock Holding History

American Trust’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 Q2	–	Sell	-13,771	Closed	-$350K	–	309
2025 Q1	$350K	Buy	+13,771	New	+$318K	0.09%	101

Other funds holding SONY

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

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

FMI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Trust's SONY Position: Q2 2025 in Review

American Trust sold out of Sony (SONY) in Q2 2025, closing a stake of 13,771 shares — an estimated $350K sold.

American Trust first reported a position in SONY in Q1 2025 and held it in 1 quarter. The position peaked at $350K in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

American Trust reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
American Trust sold 13,771 Sony shares in Q2 2025, an estimated $350K.
American Trust first reported a position in Sony in Q1 2025 and held it in 1 quarter.
American Trust's Sony position peaked at $350K in Q1 2025.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on American Trust's 13F filing for Q2 2025, filed 3 Sep 2025.