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Kozak & Associates’s Sony SONY Stock Holding History

Kozak & Associates’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
-538
Closed -$15.7K – 465
2025
Q3 		$15.7K Buy
+538
New +$14.5K ﹤0.01% 213

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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kozak & Associates's SONY Position: Q4 2025 in Review

Kozak & Associates sold out of Sony (SONY) in Q4 2025, closing a stake of 538 shares — an estimated $15.7K sold.

Kozak & Associates first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $15.7K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Kozak & Associates reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 538 Sony shares in Q4 2025, an estimated $15.7K.
  • Kozak & Associates first reported a position in Sony in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's Sony position peaked at $15.7K in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.