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Centricity Wealth Management’s Sony SONY Stock Holding History

Centricity 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
Q2 		$3.25K Hold
125
– – ﹤0.01% 395
2025
Q1 		$3.17K Hold
125
– – ﹤0.01% 399
2024
Q4 		$2.65K Buy
+125
New +$2.44K ﹤0.01% 414

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's SONY Position: Q2 2025 in Review

Centricity Wealth Management held its Sony (SONY) position steady in Q2 2025 at 125 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Centricity Wealth Management first reported a position in SONY in Q4 2024 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Centricity Wealth Management held 125 shares of Sony worth $3.25K as of Q2 2025.
  • Centricity Wealth Management left its Sony share count unchanged in Q2 2025.
  • Sony made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #395 holding.
  • Centricity Wealth Management first reported a position in Sony in Q4 2024 and has held it in 3 quarters since.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.