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Aspen Grove Capital’s Sony SONY Stock Holding History

Aspen Grove Capital’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
Q3 		– Sell
-24,330
Closed -$633K – 242
2025
Q2 		$633K Buy
24,330
+149
+0.6% +$3.73K 0.11% 92
2025
Q1 		$614K Sell
24,181
-351
-1% -$8.11K 0.12% 97
2024
Q4 		$519K Buy
24,532
+2,962
+14% +$57.7K 0.11% 104
2024
Q3 		$417K Buy
21,570
+2,390
+12% +$43.6K 0.09% 120
2024
Q2 		$326K Sell
19,180
-175
-0.9% -$2.89K 0.08% 138
2024
Q1 		$332K Hold
19,355
– – 0.09% 131
2023
Q4 		$367K Buy
+19,355
New +$336K 0.11% 108
2023
Q3 		– Sell
-161,815
Closed -$2.91M – 203
2023
Q2 		$2.91M Buy
161,815
+149,685
+1,234% +$2.81M 0.94% 23
2023
Q1 		$220K Buy
+12,130
New +$210K 0.1% 133

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspen Grove Capital's SONY Position: Q3 2025 in Review

Aspen Grove Capital sold out of Sony (SONY) in Q3 2025, closing a stake of 24,330 shares — an estimated $633K sold.

Aspen Grove Capital first reported a position in SONY in Q1 2023 and held it in 9 quarters. The position peaked at $2.91M in Q2 2023. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • Aspen Grove Capital reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 24,330 Sony shares in Q3 2025, an estimated $633K.
  • Aspen Grove Capital first reported a position in Sony in Q1 2023 and held it in 9 quarters.
  • Aspen Grove Capital's Sony position peaked at $2.91M in Q2 2023.
  • 788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Aspen Grove Capital's 13F filing for Q3 2025, filed 14 Nov 2025.