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Clearstead Advisors’s Sony SONY Stock Holding History

Clearstead Advisors’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
2026
Q1 		$2.08M Buy
100,449
+57,624
+135% +$1.29M 0.02% 357
2025
Q4 		$1.1M Buy
42,825
+1,973
+5% +$55.4K 0.01% 455
2025
Q3 		$1.18M Buy
40,852
+228
+0.6% +$6.13K 0.02% 419
2025
Q2 		$1.06M Buy
40,624
+2,695
+7% +$67.4K 0.01% 425
2025
Q1 		$963K Buy
37,929
+9,443
+33% +$218K 0.02% 418
2024
Q4 		$603K Buy
28,486
+581
+2% +$11.3K 0.01% 526
2024
Q3 		$539K Sell
27,905
-1,095
-4% -$20K 0.01% 550
2024
Q2 		$493K Buy
29,000
+45
+0.2% +$744 0.01% 539
2024
Q1 		$441K Sell
28,955
-615
-2% -$11.3K 0.02% 329
2023
Q4 		$560K Sell
29,570
-27,300
-48% -$474K 0.03% 296
2023
Q3 		$937K Buy
56,870
+28,690
+102% +$501K 0.03% 310
2023
Q2 		$507K Hold
28,180
– – 0.03% 290
2023
Q1 		$511K Buy
28,180
+275
+1% +$4.77K 0.04% 255
2022
Q4 		$426K Hold
27,905
– – 0.03% 277
2022
Q3 		$358K Hold
27,905
– – 0.03% 278
2022
Q2 		$456K Sell
27,905
-965
-3% -$17.1K 0.04% 265
2022
Q1 		$594K Buy
28,870
+27,965
+3,090% +$608K 0.04% 246
2021
Q4 		$23K Sell
905
-2,265
-71% -$53.9K ﹤0.01% 797
2021
Q3 		$70K Buy
+3,170
New +$66.4K 0.01% 558

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return