Nicolet Advisory Services’s Sony SONY Stock Holding History

Nicolet Advisory Services’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 Q4	$456K	Buy	18,097 +440	+2%	+$12.4K	0.03%	246
2025 Q3	$525K	Sell	17,657 -1,963	-10%	-$52.8K	0.04%	218
2025 Q2	$478K	Sell	19,620 -1,809	-8%	-$45.3K	0.04%	224
2025 Q1	$491K	Sell	21,429 -486	-2%	-$11.2K	0.05%	193
2024 Q4	$446K	Hold	21,915	–	–	0.04%	227
2024 Q3	$412K	Buy	21,915 +875	+4%	+$15.9K	0.04%	235
2024 Q2	$390K	Sell	21,040 -7,995	-28%	-$132K	0.04%	237
2024 Q1	$492K	Sell	29,035 -5,235	-15%	-$96.2K	0.05%	178
2023 Q4	$625K	Sell	34,270 -705	-2%	-$12.2K	0.07%	142
2023 Q3	$572K	Buy	34,975 +1,115	+3%	+$19.5K	0.06%	147
2023 Q2	$613K	Buy	33,860 +4,325	+15%	+$81.1K	0.07%	136
2023 Q1	$521K	Buy	29,535 +15,145	+105%	+$262K	0.06%	148
2022 Q4	$243K	Buy	+14,390	New	+$215K	0.03%	203

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Nicolet Advisory Services's SONY Position: Q4 2025 in Review

Nicolet Advisory Services increased its Sony (SONY) stake by 2.5% in Q4 2025, buying an estimated $12.4K and bringing the position to 18,097 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #246.

Nicolet Advisory Services first reported a position in SONY in Q4 2022 and has held it in 13 quarters since. The position peaked at $625K in Q4 2023. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Nicolet Advisory Services held 18,097 shares of Sony worth $456K as of Q4 2025.
Nicolet Advisory Services bought 440 Sony shares in Q4 2025, an estimated $12.4K.
Sony made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #246 holding.
Nicolet Advisory Services first reported a position in Sony in Q4 2022 and has held it in 13 quarters since.
Nicolet Advisory Services's Sony position peaked at $625K in Q4 2023.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.