HighMark Wealth Management’s Sony SONY Stock Holding History

HighMark Wealth 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 Q3	–	Sell	-191	Closed	-$4.97K	–	664
2025 Q2	$4.97K	Sell	191 -34	-15%	-$851	﹤0.01%	396
2025 Q1	$5.71K	Sell	225 -59	-21%	-$1.36K	﹤0.01%	356
2024 Q4	$6K	Sell	284 -36	-11%	-$701	﹤0.01%	365
2024 Q3	$6.21K	Hold	320	–	–	﹤0.01%	375
2024 Q2	$5.46K	Buy	320 +100	+45%	+$1.65K	﹤0.01%	376
2024 Q1	$3.79K	Sell	220 -75	-25%	-$1.38K	﹤0.01%	397
2023 Q4	$5.61K	Buy	295 +55	+23%	+$954	﹤0.01%	352
2023 Q3	$3.97K	Sell	240 -20	-8%	-$349	﹤0.01%	385
2023 Q2	$4.7K	Hold	260	–	–	﹤0.01%	367
2023 Q1	$4.73K	Hold	260	–	–	﹤0.01%	410
2022 Q4	$3.98K	Hold	260	–	–	﹤0.01%	369
2022 Q3	$3K	Hold	260	–	–	﹤0.01%	402
2022 Q2	$4K	Hold	260	–	–	﹤0.01%	383
2022 Q1	$5K	Buy	260 +55	+27%	+$1.2K	﹤0.01%	372
2021 Q4	$5K	Buy	205 +70	+52%	+$1.67K	﹤0.01%	369
2021 Q3	$3K	Buy	135 +20	+17%	+$419	﹤0.01%	425
2021 Q2	$2K	Buy	+115	New	+$2.33K	﹤0.01%	468

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

HighMark Wealth Management's SONY Position: Q3 2025 in Review

HighMark Wealth Management sold out of Sony (SONY) in Q3 2025, closing a stake of 191 shares — an estimated $4.97K sold.

HighMark Wealth Management first reported a position in SONY in Q2 2021 and held it in 17 quarters. The position peaked at $6.21K in Q3 2024. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

HighMark Wealth Management reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 191 Sony shares in Q3 2025, an estimated $4.97K.
HighMark Wealth Management first reported a position in Sony in Q2 2021 and held it in 17 quarters.
HighMark Wealth Management's Sony position peaked at $6.21K in Q3 2024.
788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.