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Medallion Wealth Advisors’s Sony SONY Stock Holding History

Medallion 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
Q2 		– Sell
-125
Closed -$3.15K – 1129
2025
Q1 		$3.15K Hold
125
– – ﹤0.01% 859
2024
Q4 		$2.65K Buy
+125
New +$2.44K ﹤0.01% 826

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's SONY Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Sony (SONY) in Q2 2025, closing a stake of 125 shares — an estimated $3.15K sold.

Medallion Wealth Advisors first reported a position in SONY in Q4 2024 and held it in 2 quarters. The position peaked at $3.15K in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 125 Sony shares in Q2 2025, an estimated $3.15K.
  • Medallion Wealth Advisors first reported a position in Sony in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Sony position peaked at $3.15K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.