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J.W. Cole Advisors’s Sony SONY Stock Holding History

J.W. Cole Advisors’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
Q4 		– Sell
-7,922
Closed -$228K – 1584
2025
Q3 		$228K Sell
7,922
-1,195
-13% -$32.1K ﹤0.01% 1381
2025
Q2 		$237K Buy
+9,117
New +$228K 0.01% 1266
2022
Q1 		– Sell
-11,650
Closed -$294K – 862
2021
Q4 		$294K Buy
+11,650
New +$277K 0.02% 658
2020
Q4 		– Sell
-15,770
Closed -$242K – 850
2020
Q3 		$242K Buy
+15,770
New +$245K 0.02% 612

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Cole Advisors's SONY Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 7,922 shares — an estimated $228K sold.

J.W. Cole Advisors first reported a position in SONY in Q3 2020 and held it in 4 quarters. The position peaked at $294K in Q4 2021. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 7,922 Sony shares in Q4 2025, an estimated $228K.
  • J.W. Cole Advisors first reported a position in Sony in Q3 2020 and held it in 4 quarters.
  • J.W. Cole Advisors's Sony position peaked at $294K in Q4 2021.
  • 819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.