Moneta Group Investment Advisors
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Moneta Group Investment Advisors’s Sony SONY Stock Holding History

Moneta Group Investment 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
-7,259
Closed -$209K – 849
2025
Q3 		$209K Buy
+7,259
New +$195K ﹤0.01% 745

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
Mondrian Investment Partners
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

Moneta Group Investment Advisors's SONY Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 7,259 shares — an estimated $209K sold.

Moneta Group Investment Advisors first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,259 Sony shares in Q4 2025, an estimated $209K.
  • Moneta Group Investment Advisors first reported a position in Sony in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Sony position peaked at $209K in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.