Morton Brown Family Wealth’s Sony SONY Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-85	Closed	-$2.21K	–	316
2025 Q2	$2.21K	Hold	85	–	–	﹤0.01%	275
2025 Q1	$2.16K	Buy	+85	New	+$1.96K	﹤0.01%	277

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Morton Brown Family Wealth's SONY Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Sony (SONY) in Q3 2025, closing a stake of 85 shares — an estimated $2.21K sold.

Morton Brown Family Wealth first reported a position in SONY in Q1 2025 and held it in 2 quarters. The position peaked at $2.21K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Morton Brown Family Wealth reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 85 Sony shares in Q3 2025, an estimated $2.21K.
Morton Brown Family Wealth first reported a position in Sony in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's Sony position peaked at $2.21K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.