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Carolinas Wealth Consulting’s Sony SONY Stock Holding History

Carolinas Wealth Consulting’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
-513
Closed -$13K – 804
2025
Q1 		$13K Hold
513
– – ﹤0.01% 504
2024
Q4 		$10.9K Buy
513
+73
+17% +$1.42K ﹤0.01% 535
2024
Q3 		$8.49K Buy
440
+145
+49% +$2.64K ﹤0.01% 586
2024
Q2 		$4.95K Sell
295
-115
-28% -$1.9K ﹤0.01% 650
2024
Q1 		$7.04K Hold
410
– – ﹤0.01% 604
2023
Q4 		$7.78K Hold
410
– – ﹤0.01% 573
2023
Q3 		$6.82K Sell
410
-65
-14% -$1.13K ﹤0.01% 571
2023
Q2 		$8.58K Sell
475
-20
-4% -$375 ﹤0.01% 612
2023
Q1 		$8.97K Hold
495
– – ﹤0.01% 618
2022
Q4 		$7.55K Buy
+495
New +$7.39K ﹤0.01% 651

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

Carolinas Wealth Consulting's SONY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Sony (SONY) in Q2 2025, closing a stake of 513 shares — an estimated $13K sold.

Carolinas Wealth Consulting first reported a position in SONY in Q4 2022 and held it in 10 quarters. The position peaked at $13K in Q1 2025. 758 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 513 Sony shares in Q2 2025, an estimated $13K.
  • Carolinas Wealth Consulting first reported a position in Sony in Q4 2022 and held it in 10 quarters.
  • Carolinas Wealth Consulting's Sony position peaked at $13K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.