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Beverly Hills Private Wealth’s Sony SONY Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		– Sell
-12,249
Closed -$314K – 367
2025
Q4 		$314K Sell
12,249
-24,212
-66% -$680K 0.05% 250
2025
Q3 		$1.05M Buy
36,461
+136
+0.4% +$3.66K 0.19% 121
2025
Q2 		$946K Sell
36,325
-4,680
-11% -$117K 0.18% 132
2025
Q1 		$1.04M Buy
41,005
+1,887
+5% +$43.6K 0.21% 119
2024
Q4 		$828K Buy
39,118
+2,943
+8% +$57.3K 0.17% 131
2024
Q3 		$699K Buy
36,175
+13,690
+61% +$250K 0.14% 148
2024
Q2 		$382K Buy
22,485
+8,855
+65% +$146K 0.08% 230
2024
Q1 		$234K Buy
+13,630
New +$251K 0.05% 311

Other funds holding SONY

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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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return