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Larson Financial Group’s Sony SONY Stock Holding History

Larson Financial Group’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
2026
Q1 		$24.5K Buy
1,182
+139
+13% +$3.12K ﹤0.01% 1735
2025
Q4 		$26.7K Sell
1,043
-232
-18% -$6.51K ﹤0.01% 1553
2025
Q3 		$36.7K Buy
1,275
+651
+104% +$17.5K ﹤0.01% 1299
2025
Q2 		$16.2K Buy
624
+34
+6% +$851 ﹤0.01% 1581
2025
Q1 		$15K Buy
590
+140
+31% +$3.23K ﹤0.01% 1474
2024
Q4 		$9.53K Hold
450
– – ﹤0.01% 1504
2024
Q3 		$8.71K Buy
450
+360
+400% +$6.56K ﹤0.01% 1533
2024
Q2 		$1.54K Sell
90
-6,880
-99% -$114K ﹤0.01% 1637
2024
Q1 		$120K Buy
6,970
+6,830
+4,879% +$126K 0.01% 507
2023
Q4 		$2.67K Hold
140
– – ﹤0.01% 1316
2023
Q3 		$2.32K Sell
140
-7,035
-98% -$123K ﹤0.01% 1333
2023
Q2 		$129K Sell
7,175
-415
-5% -$7.78K 0.01% 390
2023
Q1 		$138K Sell
7,590
-2,425
-24% -$42K 0.02% 377
2022
Q4 		$153K Buy
10,015
+9,925
+11,028% +$148K 0.02% 335
2022
Q3 		$1K Hold
90
– – ﹤0.01% 1246
2022
Q2 		$1K Sell
90
-175
-66% -$3.1K ﹤0.01% 1145
2022
Q1 		$5K Sell
265
-15,335
-98% -$333K ﹤0.01% 799
2021
Q4 		$394K Buy
+15,600
New +$371K 0.06% 134

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return