North Capital’s Sony SONY Stock Holding History

North 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 Q4	–	Sell	-335	Closed	-$9.64K	–	606
2025 Q3	$9.64K	Hold	335	–	–	0.01%	388
2025 Q2	$8.72K	Hold	335	–	–	0.01%	395
2025 Q1	$8.51K	Buy	+335	New	+$7.74K	0.01%	382

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

North Capital's SONY Position: Q4 2025 in Review

North Capital sold out of Sony (SONY) in Q4 2025, closing a stake of 335 shares — an estimated $9.64K sold.

North Capital first reported a position in SONY in Q1 2025 and held it in 3 quarters. The position peaked at $9.64K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

North Capital reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
North Capital sold 335 Sony shares in Q4 2025, an estimated $9.64K.
North Capital first reported a position in Sony in Q1 2025 and held it in 3 quarters.
North Capital's Sony position peaked at $9.64K in Q3 2025.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.