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Marshall & Sterling Wealth Advisors’s Sony SONY Stock Holding History

Marshall & Sterling Wealth Advisors’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
-165
Closed -$4.75K – 578
2025
Q3 		$4.75K Hold
165
– – ﹤0.01% 510
2025
Q2 		$4.29K Hold
165
– – ﹤0.01% 499
2025
Q1 		$4.19K Buy
+165
New +$3.81K ﹤0.01% 495

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

Marshall & Sterling Wealth Advisors's SONY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 165 shares — an estimated $4.75K sold.

Marshall & Sterling Wealth Advisors first reported a position in SONY in Q1 2025 and held it in 3 quarters. The position peaked at $4.75K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 165 Sony shares in Q4 2025, an estimated $4.75K.
  • Marshall & Sterling Wealth Advisors first reported a position in Sony in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Sony position peaked at $4.75K in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.