Montag & Caldwell’s Sony SONY Stock Holding History

Montag & Caldwell’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	$13K	Hold	500	–	–	﹤0.01%	110
2025 Q1	$12.7K	Hold	500	–	–	﹤0.01%	109
2024 Q4	$10.6K	Buy	+500	New	+$9.74K	﹤0.01%	117

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Montag & Caldwell's SONY Position: Q2 2025 in Review

Montag & Caldwell held its Sony (SONY) position steady in Q2 2025 at 500 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Montag & Caldwell first reported a position in SONY in Q4 2024 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Montag & Caldwell held 500 shares of Sony worth $13K as of Q2 2025.
Montag & Caldwell left its Sony share count unchanged in Q2 2025.
Sony made up ﹤0.01% of Montag & Caldwell's portfolio in Q2 2025, its #110 holding.
Montag & Caldwell first reported a position in Sony in Q4 2024 and has held it in 3 quarters since.
758 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.