CarsonAllaria Wealth Management’s Sony SONY Stock Holding History

CarsonAllaria Wealth 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 Q3	–	Sell	-501	Closed	-$13.1K	–	295
2025 Q2	$13.1K	Hold	501	–	–	0.01%	233
2025 Q1	$12.7K	Buy	501 +150	+43%	+$3.47K	0.01%	235
2024 Q4	$7.44K	Sell	351 -129	-27%	-$2.51K	﹤0.01%	265
2024 Q3	$9.35K	Hold	480	–	–	0.01%	263
2024 Q2	$8.22K	Buy	480 +120	+33%	+$1.98K	0.01%	267
2024 Q1	$6.24K	Sell	360 -655	-65%	-$12K	﹤0.01%	279
2023 Q4	$19.3K	Sell	1,015 -150	-13%	-$2.6K	0.01%	176
2023 Q3	$19.3K	Hold	1,165	–	–	0.02%	164
2023 Q2	$21K	Hold	1,165	–	–	0.02%	166
2023 Q1	$21.2K	Hold	1,165	–	–	0.02%	162
2022 Q4	$18K	Hold	1,165	–	–	0.02%	158
2022 Q3	$15K	Hold	1,165	–	–	0.01%	163
2022 Q2	$19K	Hold	1,165	–	–	0.02%	148
2022 Q1	$24K	Hold	1,165	–	–	0.02%	151
2021 Q4	$29K	Buy	+1,165	New	+$27.7K	0.03%	152

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CarsonAllaria Wealth Management's SONY Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Sony (SONY) in Q3 2025, closing a stake of 501 shares — an estimated $13.1K sold.

CarsonAllaria Wealth Management first reported a position in SONY in Q4 2021 and held it in 15 quarters. The position peaked at $29K in Q4 2021. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 501 Sony shares in Q3 2025, an estimated $13.1K.
CarsonAllaria Wealth Management first reported a position in Sony in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Sony position peaked at $29K in Q4 2021.
788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.