Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Sony SONY Stock Holding History

Envestnet Portfolio Solutions’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 		$551K Sell
26,642
-25,225
-49% -$565K ﹤0.01% 855
2025
Q4 		$1.33M Buy
51,867
+4,957
+11% +$139K ﹤0.01% 664
2025
Q3 		$1.35M Sell
46,910
-13,659
-23% -$367K 0.01% 646
2025
Q2 		$1.58M Sell
60,569
-13,001
-18% -$325K 0.01% 639
2025
Q1 		$1.87M Sell
73,570
-91,958
-56% -$2.12M 0.01% 608
2024
Q4 		$3.5M Sell
165,528
-1,807
-1% -$35.2K 0.01% 491
2024
Q3 		$3.23M Buy
167,335
+7,665
+5% +$140K 0.01% 509
2024
Q2 		$2.71M Buy
159,670
+6,555
+4% +$108K 0.01% 550
2024
Q1 		$2.63M Sell
153,115
-1,330
-0.9% -$24.4K 0.01% 553
2023
Q4 		$2.92M Buy
154,445
+16,185
+12% +$281K 0.01% 484
2023
Q3 		$2.28M Buy
+138,260
New +$2.41M 0.01% 515

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