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Belpointe Asset Management’s Sony SONY Stock Holding History

Belpointe Asset Management’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
-63,744
Closed -$1.62M – 1018
2025
Q1 		$1.62M Buy
63,744
+55,388
+663% +$1.28M 0.08% 221
2024
Q4 		$815K Sell
8,356
-32,194
-79% -$627K 0.05% 371
2024
Q3 		$783K Sell
40,550
-5,775
-12% -$105K 0.05% 370
2024
Q2 		$787K Buy
46,325
+640
+1% +$10.6K 0.05% 332
2024
Q1 		$783K Buy
+45,685
New +$840K 0.06% 332
2023
Q2 		– Sell
-8,010
Closed -$145K – 2965
2023
Q1 		$145K Buy
8,010
+3,995
+100% +$69.2K 0.01% 1097
2022
Q4 		$61.3K Buy
+4,015
New +$60K ﹤0.01% 1487
2021
Q3 		– Sell
-6,825
Closed -$133K – 1238
2021
Q2 		$133K Buy
6,825
+200
+3% +$4.05K 0.01% 1002
2021
Q1 		$140K Buy
6,625
+420
+7% +$8.87K 0.01% 880
2020
Q4 		$126K Buy
+6,205
New +$108K 0.01% 867
2018
Q4 		– Sell
-79,900
Closed -$969K – 616
2018
Q3 		$969K Buy
79,900
+1,130
+1% +$12.4K 0.15% 132
2018
Q2 		$808K Buy
78,770
+1,710
+2% +$16.6K 0.23% 90
2018
Q1 		$745K Sell
77,060
-2,490
-3% -$24.5K 0.22% 88
2017
Q4 		$715K Buy
79,550
+1,920
+2% +$16.5K 0.16% 148
2017
Q3 		$580K Buy
+77,630
New +$608K 0.14% 159

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belpointe Asset Management's SONY Position: Q2 2025 in Review

Belpointe Asset Management sold out of Sony (SONY) in Q2 2025, closing a stake of 63,744 shares — an estimated $1.62M sold.

Belpointe Asset Management first reported a position in SONY in Q3 2017 and held it in 15 quarters. The position peaked at $1.62M in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Belpointe Asset Management reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 63,744 Sony shares in Q2 2025, an estimated $1.62M.
  • Belpointe Asset Management first reported a position in Sony in Q3 2017 and held it in 15 quarters.
  • Belpointe Asset Management's Sony position peaked at $1.62M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.