Laird Norton Wetherby Wealth Management’s Sony SONY Stock Holding History

Laird Norton Wetherby Wealth 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 Q3	$6.66M	Sell	231,377 -3,035	-1%	-$81.6K	0.27%	52
2025 Q2	$6.1M	Buy	+234,412	New	+$5.87M	0.27%	58
2024 Q4	$4.53M	Sell	214,120 -4,930	-2%	-$96K	0.22%	76
2024 Q3	$4.23M	Buy	219,050 +6,200	+3%	+$113K	0.19%	89
2024 Q2	$3.62M	Sell	212,850 -14,370	-6%	-$238K	0.17%	103
2024 Q1	$3.9M	Sell	227,220 -460	-0.2%	-$8.46K	0.19%	100
2023 Q4	$4.31M	Buy	227,680 +11,430	+5%	+$198K	0.22%	77
2023 Q3	$3.56M	Buy	216,250 +605	+0.3%	+$10.6K	0.2%	88
2023 Q2	$3.88M	Buy	215,645 +8,210	+4%	+$154K	0.21%	84
2023 Q1	$3.76M	Buy	207,435 +5,065	+3%	+$87.8K	0.22%	85
2022 Q4	$3.09M	Buy	202,370 +8,325	+4%	+$124K	0.2%	108
2022 Q3	$2.49M	Buy	194,045 +1,935	+1%	+$31K	0.18%	108
2022 Q2	$3.14M	Buy	192,110 +1,285	+0.7%	+$22.8K	0.21%	88
2022 Q1	$3.92M	Buy	190,825 +1,680	+0.9%	+$36.5K	0.22%	85
2021 Q4	$4.78M	Buy	189,145 +4,850	+3%	+$115K	0.27%	65
2021 Q3	$4.08M	Buy	184,295 +2,420	+1%	+$50.7K	0.25%	71
2021 Q2	$3.54M	Buy	181,875 +4,995	+3%	+$101K	0.22%	86
2021 Q1	$3.75M	Sell	176,880 -6,855	-4%	-$145K	0.29%	66
2020 Q4	$3.71M	Buy	183,735 +2,920	+2%	+$50.8K	0.25%	72
2020 Q3	$2.77M	Buy	180,815 +1,440	+0.8%	+$22.4K	0.25%	85
2020 Q2	$2.48M	Buy	179,375 +6,750	+4%	+$87.7K	0.24%	87
2020 Q1	$2.04M	Buy	172,625 +14,160	+9%	+$186K	0.23%	89
2019 Q4	$2.15M	Sell	158,465 -4,730	-3%	-$59K	0.21%	107
2019 Q3	$1.93M	Buy	163,195 +4,125	+3%	+$46.6K	0.2%	116
2019 Q2	$1.67M	Buy	159,070 +13,455	+9%	+$132K	0.18%	128
2019 Q1	$1.23M	Sell	145,615 -3,515	-2%	-$32.9K	0.15%	141
2018 Q4	$1.44M	Buy	149,130 +1,405	+1%	+$14.9K	0.2%	115
2018 Q3	$1.79M	Buy	147,725 +6,270	+4%	+$69K	0.22%	101
2018 Q2	$1.45M	Sell	141,455 -1,070	-0.8%	-$10.4K	0.2%	112
2018 Q1	$1.38M	Buy	142,525 +3,035	+2%	+$29.9K	0.19%	113
2017 Q4	$1.25M	Buy	139,490 +1,690	+1%	+$14.5K	0.17%	131
2017 Q3	$1.03M	Buy	137,800 +6,370	+5%	+$49.9K	0.15%	155
2017 Q2	$1M	Buy	131,430 +10,260	+8%	+$72.8K	0.17%	143
2017 Q1	$817K	Buy	121,170 +2,075	+2%	+$12.9K	0.15%	170
2016 Q4	$668K	Sell	119,095 -11,025	-8%	-$67K	0.13%	196
2016 Q3	$865K	Buy	130,120 +5,445	+4%	+$34.9K	0.18%	139
2016 Q2	$732K	Buy	124,675 +9,660	+8%	+$51.8K	0.16%	148
2016 Q1	$591K	Sell	115,015 -7,815	-6%	-$35.8K	0.14%	173
2015 Q4	$605K	Sell	122,830 -3,275	-3%	-$17.4K	0.15%	161
2015 Q3	$618K	Buy	126,105 +11,450	+10%	+$61K	0.16%	147
2015 Q2	$651K	Buy	114,655 +985	+0.9%	+$6.04K	0.16%	153
2015 Q1	$609K	Buy	113,670 +5,140	+5%	+$26K	0.15%	162
2014 Q4	$445K	Buy	108,530 +4,015	+4%	+$15.8K	0.11%	210
2014 Q3	$378K	Buy	104,515 +6,305	+6%	+$22.7K	0.11%	244
2014 Q2	$329K	Sell	98,210 -3,475	-3%	-$12K	0.09%	279
2014 Q1	$389K	Buy	101,685 +22,005	+28%	+$76K	0.11%	228
2013 Q4	$276K	Sell	79,680 -1,390	-2%	-$5.14K	0.08%	308
2013 Q3	$349K	Buy	81,070 +4,770	+6%	+$20.2K	0.11%	235
2013 Q2	$324K	Buy	+76,300	New	+$287K	0.11%	217

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

Laird Norton Wetherby Wealth Management's SONY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Sony (SONY) stake by 1.3% in Q3 2025, selling an estimated $81.6K and leaving 231,377 shares worth $6.66M. The position accounts for 0.27% of the portfolio, ranked #52.

Laird Norton Wetherby Wealth Management first reported a position in SONY in Q2 2013 and has held it in 49 quarters since. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Laird Norton Wetherby Wealth Management held 231,377 shares of Sony worth $6.66M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 3,035 Sony shares in Q3 2025, an estimated $81.6K.
Sony made up 0.27% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #52 holding.
Laird Norton Wetherby Wealth Management first reported a position in Sony in Q2 2013 and has held it in 49 quarters since.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.