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Continuum Advisory’s Sony SONY Stock Holding History

Continuum Advisory’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 		– Sell
-4,643
Closed -$118K – 1394
2025
Q1 		$118K Sell
4,643
-160
-3% -$3.7K 0.02% 493
2024
Q4 		$102K Sell
4,803
-19,207
-80% -$374K 0.01% 512
2024
Q3 		$88.8K Buy
24,010
+19,375
+418% +$353K 0.01% 547
2024
Q2 		$78.8K Hold
4,635
– – 0.01% 539
2024
Q1 		$71.8K Buy
+4,635
New +$85.2K 0.01% 542

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Continuum Advisory's SONY Position: Q2 2025 in Review

Continuum Advisory sold out of Sony (SONY) in Q2 2025, closing a stake of 4,643 shares — an estimated $118K sold.

Continuum Advisory first reported a position in SONY in Q1 2024 and held it in 5 quarters. The position peaked at $118K in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Continuum Advisory reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 4,643 Sony shares in Q2 2025, an estimated $118K.
  • Continuum Advisory first reported a position in Sony in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Sony position peaked at $118K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.