Daymark Wealth Partners’s Sony SONY Stock Holding History

Daymark Wealth Partners’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	-7,881	Closed	-$227K	–	627
2025 Q3	$227K	Sell	7,881 -42	-0.5%	-$1.13K	0.01%	561
2025 Q2	$206K	Buy	+7,923	New	+$198K	0.01%	537

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daymark Wealth Partners's SONY Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Sony (SONY) in Q4 2025, closing a stake of 7,881 shares — an estimated $227K sold.

Daymark Wealth Partners first reported a position in SONY in Q2 2025 and held it in 2 quarters. The position peaked at $227K in Q3 2025. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Daymark Wealth Partners reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Daymark Wealth Partners sold 7,881 Sony shares in Q4 2025, an estimated $227K.
Daymark Wealth Partners first reported a position in Sony in Q2 2025 and held it in 2 quarters.
Daymark Wealth Partners's Sony position peaked at $227K in Q3 2025.
819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.