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Callan Capital’s Sony SONY Stock Holding History

Callan 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
Q1 		$1.46M Buy
57,549
+9,380
+19% +$217K 0.11% 92
2024
Q4 		$1.02M Buy
48,169
+3,684
+8% +$71.8K 0.07% 105
2024
Q3 		$859K Buy
44,485
+25,500
+134% +$465K 0.06% 122
2024
Q2 		$323K Sell
18,985
-3,185
-14% -$52.7K 0.03% 224
2024
Q1 		$380K Buy
22,170
+8,350
+60% +$153K 0.03% 171
2023
Q4 		$262K Buy
+13,820
New +$240K 0.02% 187

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's SONY Position: Q1 2025 in Review

Callan Capital increased its Sony (SONY) stake by 19% in Q1 2025, buying an estimated $217K and bringing the position to 57,549 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #92.

Callan Capital first reported a position in SONY in Q4 2023 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Callan Capital held 57,549 shares of Sony worth $1.46M as of Q1 2025.
  • Callan Capital bought 9,380 Sony shares in Q1 2025, an estimated $217K.
  • Sony made up 0.11% of Callan Capital's portfolio in Q1 2025, its #92 holding.
  • Callan Capital first reported a position in Sony in Q4 2023 and has held it in 6 quarters since.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.