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Atria Wealth Solutions’s Sony SONY Stock Holding History

Atria Wealth Solutions’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 		$548K Sell
21,058
-66,236
-76% -$1.66M 0.01% 872
2025
Q1 		$2.22M Sell
87,294
-2,576
-3% -$59.5K 0.03% 597
2024
Q4 		$1.9M Buy
89,870
+8,420
+10% +$164K 0.02% 666
2024
Q3 		$1.57M Sell
81,450
-9,660
-11% -$176K 0.02% 728
2024
Q2 		$1.55M Sell
91,110
-8,270
-8% -$137K 0.02% 724
2024
Q1 		$1.7M Buy
99,380
+2,355
+2% +$43.3K 0.02% 692
2023
Q4 		$1.84M Buy
97,025
+31,370
+48% +$544K 0.02% 628
2023
Q3 		$1.08M Buy
65,655
+21,215
+48% +$370K 0.02% 774
2023
Q2 		$800K Buy
44,440
+645
+1% +$12.1K 0.01% 944
2023
Q1 		$794K Buy
43,795
+15,040
+52% +$261K 0.01% 901
2022
Q4 		$439K Buy
28,755
+155
+0.5% +$2.31K 0.01% 1152
2022
Q3 		$366K Buy
28,600
+865
+3% +$13.9K 0.01% 1187
2022
Q2 		$454K Sell
27,735
-9,230
-25% -$163K 0.01% 1023
2022
Q1 		$759K Buy
+36,965
New +$803K 0.01% 839

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's SONY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Sony (SONY) stake by 76% in Q2 2025, selling an estimated $1.66M and leaving 21,058 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #872.

Atria Wealth Solutions first reported a position in SONY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Atria Wealth Solutions held 21,058 shares of Sony worth $548K as of Q2 2025.
  • Atria Wealth Solutions sold 66,236 Sony shares in Q2 2025, an estimated $1.66M.
  • Sony made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #872 holding.
  • Atria Wealth Solutions first reported a position in Sony in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Sony position peaked at $2.22M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.