Empowered Funds’s Sony SONY Stock Holding History

Empowered Funds’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	-10,833	Closed	-$282K	–	1939
2025 Q2	$282K	Buy	+10,833	New	+$271K	﹤0.01%	1536
2025 Q1	–	Sell	-994	Closed	-$21K	–	1776
2024 Q4	$21K	Buy	+994	New	+$19.4K	﹤0.01%	1642

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

Empowered Funds's SONY Position: Q3 2025 in Review

Empowered Funds sold out of Sony (SONY) in Q3 2025, closing a stake of 10,833 shares — an estimated $282K sold.

Empowered Funds first reported a position in SONY in Q4 2024 and held it in 2 quarters. The position peaked at $282K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Empowered Funds reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Empowered Funds sold 10,833 Sony shares in Q3 2025, an estimated $282K.
Empowered Funds first reported a position in Sony in Q4 2024 and held it in 2 quarters.
Empowered Funds's Sony position peaked at $282K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.