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Kestra Investment Management’s Sony SONY Stock Holding History

Kestra 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 		– Sell
-335
Closed -$8.51K – 946
2025
Q1 		$8.51K Sell
335
-3,592
-91% -$83K ﹤0.01% 635
2024
Q4 		$83.1K Buy
+3,927
New +$76.5K ﹤0.01% 462

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kestra Investment Management sold out of Sony (SONY) in Q2 2025, closing a stake of 335 shares — an estimated $8.51K sold.

Kestra Investment Management first reported a position in SONY in Q4 2024 and held it in 2 quarters. The position peaked at $83.1K in Q4 2024. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Kestra Investment Management reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 335 Sony shares in Q2 2025, an estimated $8.51K.
  • Kestra Investment Management first reported a position in Sony in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Sony position peaked at $83.1K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.