Clearstead Trust’s Sony SONY Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-659	Closed	-$19K	–	1473
2025 Q3	$19K	Hold	659	–	–	﹤0.01%	444
2025 Q2	$17.2K	Buy	+659	New	+$16.5K	﹤0.01%	462

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

MIP

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Clearstead Trust's SONY Position: Q4 2025 in Review

Clearstead Trust sold out of Sony (SONY) in Q4 2025, closing a stake of 659 shares — an estimated $19K sold.

Clearstead Trust first reported a position in SONY in Q2 2025 and held it in 2 quarters. The position peaked at $19K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Clearstead Trust reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 659 Sony shares in Q4 2025, an estimated $19K.
Clearstead Trust first reported a position in Sony in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Sony position peaked at $19K in Q3 2025.
821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.