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Grassi Investment Management’s Sony SONY Stock Holding History

Grassi Investment 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
Q2 		$361K Sell
13,875
-1,000
-7% -$25K 0.03% 104
2025
Q1 		$378K Sell
14,875
-5,125
-26% -$118K 0.04% 102
2024
Q4 		$423K Sell
20,000
-4,875
-20% -$95K 0.04% 100
2024
Q3 		$480K Sell
24,875
-3,000
-11% -$54.7K 0.04% 96
2024
Q2 		$474K Sell
27,875
-21,625
-44% -$358K 0.04% 98
2024
Q1 		$849K Hold
49,500
– – 0.08% 78
2023
Q4 		$937K Sell
49,500
-6,000
-11% -$104K 0.1% 75
2023
Q3 		$915K Sell
55,500
-2,500
-4% -$43.6K 0.11% 78
2023
Q2 		$1.04M Sell
58,000
-500
-0.9% -$9.38K 0.11% 75
2023
Q1 		$1.06M Sell
58,500
-5,500
-9% -$95.3K 0.13% 73
2022
Q4 		$976K Sell
64,000
-3,000
-4% -$44.8K 0.13% 74
2022
Q3 		$858K Hold
67,000
– – 0.13% 82
2022
Q2 		$1.1M Sell
67,000
-4,500
-6% -$79.7K 0.14% 74
2022
Q1 		$1.47M Sell
71,500
-1,875
-3% -$40.8K 0.15% 76
2021
Q4 		$1.85M Hold
73,375
– – 0.19% 77
2021
Q3 		$1.62M Buy
73,375
+625
+0.9% +$13.1K 0.18% 78
2021
Q2 		$1.42M Hold
72,750
– – 0.15% 79
2021
Q1 		$1.54M Buy
72,750
+1,625
+2% +$34.3K 0.17% 75
2020
Q4 		$1.44M Buy
71,125
+21,875
+44% +$380K 0.18% 74
2020
Q3 		$756K Buy
49,250
+14,775
+43% +$230K 0.11% 84
2020
Q2 		$477K Buy
34,475
+5,475
+19% +$71.1K 0.07% 93
2020
Q1 		$343K Buy
29,000
+12,375
+74% +$162K 0.06% 87
2019
Q4 		$226K Buy
+16,625
New +$207K 0.03% 104

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
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

Grassi Investment Management's SONY Position: Q2 2025 in Review

Grassi Investment Management reduced its Sony (SONY) stake by 6.7% in Q2 2025, selling an estimated $25K and leaving 13,875 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #104.

Grassi Investment Management first reported a position in SONY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.85M in Q4 2021. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Grassi Investment Management held 13,875 shares of Sony worth $361K as of Q2 2025.
  • Grassi Investment Management sold 1,000 Sony shares in Q2 2025, an estimated $25K.
  • Sony made up 0.03% of Grassi Investment Management's portfolio in Q2 2025, its #104 holding.
  • Grassi Investment Management first reported a position in Sony in Q4 2019 and has held it in 23 quarters since.
  • Grassi Investment Management's Sony position peaked at $1.85M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.