Kercheville Advisors’s Sony SONY Stock Holding History

Kercheville 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 Q3	–	Sell	-17,550	Closed	-$457K	–	120
2025 Q2	$457K	Buy	+17,550	New	+$439K	0.16%	64

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kercheville Advisors's SONY Position: Q3 2025 in Review

Kercheville Advisors sold out of Sony (SONY) in Q3 2025, closing a stake of 17,550 shares — an estimated $457K sold.

Kercheville Advisors first reported a position in SONY in Q2 2025 and held it in 1 quarter. The position peaked at $457K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Kercheville Advisors reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Kercheville Advisors sold 17,550 Sony shares in Q3 2025, an estimated $457K.
Kercheville Advisors first reported a position in Sony in Q2 2025 and held it in 1 quarter.
Kercheville Advisors's Sony position peaked at $457K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Kercheville Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.