Corient Private Wealth
SONY icon

Corient Private Wealth’s Sony SONY Stock Holding History

Corient Private Wealth’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 		$3.57M Sell
181,045
-404,920
-69% -$9.07M 0.01% 975
2025
Q4 		$15M Buy
585,965
+273,028
+87% +$7.66M 0.01% 640
2025
Q3 		$9.01M Buy
312,937
+64,278
+26% +$1.73M 0.01% 543
2025
Q2 		$6.47M Sell
248,659
-2,130
-0.8% -$53.3K 0.01% 635
2025
Q1 		$6.37M Sell
250,789
-16,028
-6% -$370K 0.01% 622
2024
Q4 		$5.65M Sell
266,817
-18,668
-7% -$364K 0.01% 664
2024
Q3 		$5.51M Buy
285,485
+21,150
+8% +$385K 0.01% 722
2024
Q2 		$4.49M Buy
264,335
+2,780
+1% +$46K 0.01% 736
2024
Q1 		$4.49M Sell
261,555
-8,600
-3% -$158K 0.01% 732
2023
Q4 		$5.12M Buy
270,155
+91,655
+51% +$1.59M 0.01% 692
2023
Q3 		$2.95M Buy
178,500
+3,310
+2% +$57.8K 0.01% 778
2023
Q2 		$3.15M Buy
175,190
+19,615
+13% +$368K 0.01% 760
2023
Q1 		$2.82M Buy
155,575
+64,175
+70% +$1.11M 0.01% 746
2022
Q4 		$1.38M Buy
+91,400
New +$1.37M 0.01% 815

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