Avantax Advisory Services’s Sony SONY Stock Holding History

Avantax Advisory Services’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	$2.68M	Sell	103,062 -11,671	-10%	-$292K	0.01%	667
2025 Q1	$2.91M	Buy	114,733 +30,381	+36%	+$702K	0.02%	590
2024 Q4	$1.78M	Buy	84,352 +16,497	+24%	+$321K	0.01%	760
2024 Q3	$1.31M	Buy	67,855 +5,210	+8%	+$95K	0.01%	887
2024 Q2	$1.06M	Buy	62,645 +50,345	+409%	+$832K	0.01%	945
2024 Q1	$211K	Buy	12,300 +750	+6%	+$13.8K	﹤0.01%	1515
2023 Q4	$219K	Sell	11,550 -1,915	-14%	-$33.2K	﹤0.01%	1431
2023 Q3	$222K	Buy	13,465 +270	+2%	+$4.71K	﹤0.01%	1371
2023 Q2	$238K	Buy	13,195 +1,250	+10%	+$23.4K	﹤0.01%	1311
2023 Q1	$217K	Buy	+11,945	New	+$207K	﹤0.01%	1334
2022 Q4	–	Sell	-21,955	Closed	-$281K	–	1459
2022 Q3	$281K	Sell	21,955 -1,320	-6%	-$21.2K	﹤0.01%	1039
2022 Q2	$381K	Sell	23,275 -3,770	-14%	-$66.8K	0.01%	899
2022 Q1	$555K	Buy	27,045 +12,660	+88%	+$275K	0.01%	750
2021 Q4	$364K	Buy	14,385 +25	+0.2%	+$595	0.01%	890
2021 Q3	$319K	Hold	14,360	–	–	0.01%	900
2021 Q2	$279K	Buy	14,360 +1,775	+14%	+$36K	0.01%	936
2021 Q1	$266K	Buy	+12,585	New	+$266K	0.01%	857
2020 Q4	–	Sell	-15,005	Closed	-$231K	–	1303
2020 Q3	$231K	Buy	+15,005	New	+$233K	﹤0.01%	1152

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

Avantax Advisory Services's SONY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Sony (SONY) stake by 10% in Q2 2025, selling an estimated $292K and leaving 103,062 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #667.

Avantax Advisory Services first reported a position in SONY in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.91M in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Avantax Advisory Services held 103,062 shares of Sony worth $2.68M as of Q2 2025.
Avantax Advisory Services sold 11,671 Sony shares in Q2 2025, an estimated $292K.
Sony made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #667 holding.
Avantax Advisory Services first reported a position in Sony in Q3 2020 and has held it in 18 quarters since.
Avantax Advisory Services's Sony position peaked at $2.91M in Q1 2025.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.