NewEdge Wealth’s Sony SONY Stock Holding History

NewEdge 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
2026 Q1	$3.86M	Buy	186,461 +13,348	+8%	+$299K	0.05%	276
2025 Q4	$4.43M	Buy	173,113 +27,122	+19%	+$761K	0.05%	257
2025 Q3	$4.1M	Buy	145,991 +7,611	+6%	+$205K	0.06%	241
2025 Q2	$3.6M	Buy	138,380 +36,959	+36%	+$925K	0.06%	258
2025 Q1	$2.58M	Sell	101,421 -1,078	-1%	-$24.9K	0.05%	301
2024 Q4	$2.17M	Sell	102,499 -3,821	-4%	-$74.4K	0.04%	335
2024 Q3	$2.05M	Buy	106,320 +8,175	+8%	+$149K	0.04%	341
2024 Q2	$1.67M	Sell	98,145 -4,230	-4%	-$69.9K	0.04%	349
2024 Q1	$1.72M	Buy	102,375 +5,330	+5%	+$98K	0.04%	350
2023 Q4	$1.84M	Sell	97,045 -160	-0.2%	-$2.78K	0.05%	311
2023 Q3	$1.6M	Buy	97,205 +410	+0.4%	+$7.16K	0.05%	296
2023 Q2	$1.74M	Sell	96,795 -6,950	-7%	-$130K	0.06%	276
2023 Q1	$1.88M	Buy	103,745 +7,775	+8%	+$135K	0.07%	229
2022 Q4	$1.46M	Buy	95,970 +2,170	+2%	+$32.4K	0.06%	246
2022 Q3	$1.2M	Buy	93,800 +9,460	+11%	+$152K	0.06%	253
2022 Q2	$1.38M	Buy	84,340 +47,915	+132%	+$849K	0.06%	242
2022 Q1	$748K	Buy	36,425 +23,540	+183%	+$512K	0.03%	253
2021 Q4	$326K	Buy	+12,885	New	+$307K	0.01%	332

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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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