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Crowley Wealth Management’s Sony SONY Stock Holding History

Crowley 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
Q4 		– Sell
-750
Closed -$21.6K – 296
2025
Q3 		$21.6K Hold
750
– – 0.02% 215
2025
Q2 		$19.5K Hold
750
– – 0.02% 212
2025
Q1 		$19K Hold
750
– – 0.02% 207
2024
Q4 		$15.9K Buy
+750
New +$14.6K 0.01% 225

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crowley Wealth Management's SONY Position: Q4 2025 in Review

Crowley Wealth Management sold out of Sony (SONY) in Q4 2025, closing a stake of 750 shares — an estimated $21.6K sold.

Crowley Wealth Management first reported a position in SONY in Q4 2024 and held it in 4 quarters. The position peaked at $21.6K in Q3 2025. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Crowley Wealth Management reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 750 Sony shares in Q4 2025, an estimated $21.6K.
  • Crowley Wealth Management first reported a position in Sony in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Sony position peaked at $21.6K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.