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Global Wealth Strategies & Associates’s Sony SONY Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-55
Closed -$1.4K – 450
2025
Q1 		$1.4K Buy
+55
New +$1.27K ﹤0.01% 403

Other funds holding SONY

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Wealth Strategies & Associates's SONY Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Sony (SONY) in Q2 2025, closing a stake of 55 shares — an estimated $1.4K sold.

Global Wealth Strategies & Associates first reported a position in SONY in Q1 2025 and held it in 1 quarter. The position peaked at $1.4K in Q1 2025. 758 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 55 Sony shares in Q2 2025, an estimated $1.4K.
  • Global Wealth Strategies & Associates first reported a position in Sony in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Sony position peaked at $1.4K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.