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CBIZ Investment Advisory Services’s Sony SONY Stock Holding History

CBIZ Investment Advisory Services’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
-500
Closed -$13K – 782
2025
Q2 		$13K Hold
500
– – ﹤0.01% 314
2025
Q1 		$12.7K Hold
500
– – ﹤0.01% 289
2024
Q4 		$10.6K Buy
+500
New +$9.74K ﹤0.01% 276

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBIZ Investment Advisory Services's SONY Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Sony (SONY) in Q3 2025, closing a stake of 500 shares — an estimated $13K sold.

CBIZ Investment Advisory Services first reported a position in SONY in Q4 2024 and held it in 3 quarters. The position peaked at $13K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 500 Sony shares in Q3 2025, an estimated $13K.
  • CBIZ Investment Advisory Services first reported a position in Sony in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Sony position peaked at $13K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.