Financial Perspectives’s Sony SONY Stock Holding History

Financial Perspectives’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	-105	Closed	-$2.73K	–	733
2025 Q2	$2.73K	Hold	105	–	–	﹤0.01%	617
2025 Q1	$2.67K	Hold	105	–	–	﹤0.01%	611
2024 Q4	$2.22K	Hold	105	–	–	﹤0.01%	621
2024 Q3	$2.03K	Hold	105	–	–	﹤0.01%	590
2024 Q2	$1.78K	Hold	105	–	–	﹤0.01%	586
2024 Q1	$1.8K	Hold	105	–	–	﹤0.01%	580
2023 Q4	$1.99K	Hold	105	–	–	﹤0.01%	596
2023 Q3	$1.73K	Hold	105	–	–	﹤0.01%	610
2023 Q2	$1.89K	Hold	105	–	–	﹤0.01%	588
2023 Q1	$1.9K	Hold	105	–	–	﹤0.01%	578
2022 Q4	$1.6K	Hold	105	–	–	﹤0.01%	598
2022 Q3	$1.34K	Hold	105	–	–	﹤0.01%	612
2022 Q2	$1.72K	Hold	105	–	–	﹤0.01%	597
2022 Q1	$2.16K	Hold	105	–	–	﹤0.01%	600
2021 Q4	$2.65K	Hold	105	–	–	﹤0.01%	558
2021 Q3	$2.32K	Sell	105 -5,300	-98%	-$111K	﹤0.01%	576
2021 Q2	$105K	Hold	5,405	–	–	0.05%	182
2021 Q1	$115K	Hold	5,405	–	–	0.06%	167
2020 Q4	$109K	Hold	5,405	–	–	0.06%	160
2020 Q3	$83K	Hold	5,405	–	–	0.05%	158
2020 Q2	$74.7K	Hold	5,405	–	–	0.05%	155
2020 Q1	$64K	Buy	5,405 +105	+2%	+$1.38K	0.05%	150
2019 Q4	$72.1K	Buy	+5,300	New	+$66.1K	0.05%	147

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Perspectives's SONY Position: Q3 2025 in Review

Financial Perspectives sold out of Sony (SONY) in Q3 2025, closing a stake of 105 shares — an estimated $2.73K sold.

Financial Perspectives first reported a position in SONY in Q4 2019 and held it in 23 quarters. The position peaked at $115K in Q1 2021. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Financial Perspectives reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Financial Perspectives sold 105 Sony shares in Q3 2025, an estimated $2.73K.
Financial Perspectives first reported a position in Sony in Q4 2019 and held it in 23 quarters.
Financial Perspectives's Sony position peaked at $115K in Q1 2021.
788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Financial Perspectives's 13F filing for Q3 2025, filed 22 Oct 2025.