Kovitz Investment Group Partners’s Sony SONY Stock Holding History

Kovitz Investment Group Partners’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	-35,757	Closed	-$1.03M	–	1195
2025 Q3	$1.03M	Buy	35,757 +754	+2%	+$20.3K	﹤0.01%	840
2025 Q2	$911K	Buy	35,003 +554	+2%	+$13.9K	﹤0.01%	822
2025 Q1	$875K	Sell	34,449 -34,422	-50%	-$795K	﹤0.01%	771
2024 Q4	$1.46M	Sell	68,871 -1,514	-2%	-$29.5K	0.01%	629
2024 Q3	$1.24M	Buy	70,385 +1,600	+2%	+$29.2K	0.01%	577
2024 Q2	$1.17M	Buy	68,785 +4,210	+7%	+$69.6K	0.01%	506
2024 Q1	$1.11M	Buy	+64,575	New	+$1.19M	0.01%	391
2023 Q2	–	Sell	-15,310	Closed	-$278K	–	437
2023 Q1	$278K	Buy	+15,310	New	+$265K	﹤0.01%	377

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's SONY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Sony (SONY) in Q4 2025, closing a stake of 35,757 shares — an estimated $1.03M sold.

Kovitz Investment Group Partners first reported a position in SONY in Q1 2023 and held it in 8 quarters. The position peaked at $1.46M in Q4 2024. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 35,757 Sony shares in Q4 2025, an estimated $1.03M.
Kovitz Investment Group Partners first reported a position in Sony in Q1 2023 and held it in 8 quarters.
Kovitz Investment Group Partners's Sony position peaked at $1.46M in Q4 2024.
821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.