NewSquare Capital’s Sony SONY Stock Holding History

NewSquare Capital’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	-1,069	Closed	-$27.8K	–	1079
2025 Q2	$27.8K	Buy	+1,069	New	+$26.8K	﹤0.01%	411
2022 Q1	–	Sell	-450	Closed	-$11K	–	458
2021 Q4	$11K	Hold	450	–	–	﹤0.01%	280
2021 Q3	$10K	Hold	450	–	–	﹤0.01%	274
2021 Q2	$9K	Hold	450	–	–	﹤0.01%	272
2021 Q1	$10K	Hold	450	–	–	﹤0.01%	236
2020 Q4	$9K	Hold	450	–	–	﹤0.01%	245
2020 Q3	$7K	Hold	450	–	–	﹤0.01%	253
2020 Q2	$6K	Hold	450	–	–	﹤0.01%	253
2020 Q1	$5K	Buy	+450	New	+$5.9K	﹤0.01%	277
2016 Q4	–	Sell	-705	Closed	-$4.28K	–	433
2016 Q3	$5K	Buy	+705	New	+$4.52K	﹤0.01%	325

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

NewSquare Capital's SONY Position: Q3 2025 in Review

NewSquare Capital sold out of Sony (SONY) in Q3 2025, closing a stake of 1,069 shares — an estimated $27.8K sold.

NewSquare Capital first reported a position in SONY in Q3 2016 and held it in 10 quarters. The position peaked at $27.8K in Q2 2025. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

NewSquare Capital reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1,069 Sony shares in Q3 2025, an estimated $27.8K.
NewSquare Capital first reported a position in Sony in Q3 2016 and held it in 10 quarters.
NewSquare Capital's Sony position peaked at $27.8K in Q2 2025.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.