Edge Wealth Management’s Sony SONY Stock Holding History

Edge 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 Q3	–	Sell	-8,350	Closed	-$217K	–	89
2025 Q2	$217K	Hold	8,350	–	–	0.04%	74
2025 Q1	$212K	Buy	+8,350	New	+$193K	0.04%	73
2024 Q1	–	Sell	-11,000	Closed	-$208K	–	82
2023 Q4	$208K	Buy	+11,000	New	+$191K	0.05%	71
2022 Q2	–	Sell	-11,000	Closed	-$226K	–	97
2022 Q1	$226K	Hold	11,000	–	–	0.04%	77
2021 Q4	$278K	Sell	11,000 -1,000	-8%	-$23.8K	0.05%	84
2021 Q3	$265K	Buy	12,000 +1,750	+17%	+$36.6K	0.05%	83
2021 Q2	$199K	Hold	10,250	–	–	0.04%	93
2021 Q1	$217K	Sell	10,250 -2,150	-17%	-$45.4K	0.05%	92
2020 Q4	$251K	Sell	12,400 -975	-7%	-$17K	0.06%	86
2020 Q3	$205K	Hold	13,375	–	–	0.05%	105
2020 Q2	$185K	Hold	13,375	–	–	0.04%	143
2020 Q1	$160K	Hold	13,375	–	–	0.03%	144
2019 Q4	$181K	Sell	13,375 -750	-5%	-$9.35K	0.04%	150
2019 Q3	$167K	Hold	14,125	–	–	0.04%	145
2019 Q2	$149K	Sell	14,125 -2,910	-17%	-$28.6K	0.03%	162
2019 Q1	$144K	Buy	17,035 +17,030	+340,600%	+$159K	0.04%	158
2018 Q4	$0	Hold	5	–	–	﹤0.01%	614
2018 Q3	$1K	Buy	+5	New	+$55	﹤0.01%	579

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Edge Wealth Management's SONY Position: Q3 2025 in Review

Edge Wealth Management sold out of Sony (SONY) in Q3 2025, closing a stake of 8,350 shares — an estimated $217K sold.

Edge Wealth Management first reported a position in SONY in Q3 2018 and held it in 18 quarters. The position peaked at $278K in Q4 2021. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Edge Wealth Management reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Edge Wealth Management sold 8,350 Sony shares in Q3 2025, an estimated $217K.
Edge Wealth Management first reported a position in Sony in Q3 2018 and held it in 18 quarters.
Edge Wealth Management's Sony position peaked at $278K in Q4 2021.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Edge Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.