MA
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Montag & Associates’s Sony SONY Stock Holding History

Montag & Associates’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 		$6.42K Hold
310
– – ﹤0.01% 789
2025
Q4 		$7.94K Sell
310
-256
-45% -$7.19K ﹤0.01% 786
2025
Q3 		$16.3K Buy
566
+256
+83% +$6.88K ﹤0.01% 711
2025
Q2 		$8.07K Hold
310
– – ﹤0.01% 761
2025
Q1 		$7.87K Hold
310
– – ﹤0.01% 811
2024
Q4 		$6.56K Hold
310
– – ﹤0.01% 820
2024
Q3 		$5.99K Hold
310
– – ﹤0.01% 858
2024
Q2 		$5.27K Hold
310
– – ﹤0.01% 821
2024
Q1 		$5.32K Hold
310
– – ﹤0.01% 812
2023
Q4 		$5.87K Hold
310
– – ﹤0.01% 814
2023
Q3 		$5.11K Hold
310
– – ﹤0.01% 803
2023
Q2 		$5.58K Hold
310
– – ﹤0.01% 818
2023
Q1 		$5.62K Hold
310
– – ﹤0.01% 806
2022
Q4 		$4.73K Buy
+310
New +$4.63K ﹤0.01% 824

Other funds holding SONY

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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