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Congress Wealth Management’s Sony SONY Stock Holding History

Congress 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 		$2.08M Buy
79,782
+20,990
+36% +$525K 0.02% 548
2025
Q1 		$1.49M Buy
58,792
+87
+0.1% +$2.01K 0.02% 553
2024
Q4 		$1.24M Buy
58,705
+4,645
+9% +$90.5K 0.02% 490
2024
Q3 		$1.04M Buy
+54,060
New +$985K 0.01% 517

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

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

Congress Wealth Management increased its Sony (SONY) stake by 36% in Q2 2025, buying an estimated $525K and bringing the position to 79,782 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #548.

Congress Wealth Management first reported a position in SONY in Q3 2024 and has held it in 4 quarters since. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Congress Wealth Management held 79,782 shares of Sony worth $2.08M as of Q2 2025.
  • Congress Wealth Management bought 20,990 Sony shares in Q2 2025, an estimated $525K.
  • Sony made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #548 holding.
  • Congress Wealth Management first reported a position in Sony in Q3 2024 and has held it in 4 quarters since.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.