Olistico Wealth’s Sony SONY Stock Holding History

Olistico 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 Q2	–	Sell	-36	Closed	-$914	–	385
2025 Q1	$914	Buy	+36	New	+$832	﹤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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Olistico Wealth's SONY Position: Q2 2025 in Review

Olistico Wealth sold out of Sony (SONY) in Q2 2025, closing a stake of 36 shares — an estimated $914 sold.

Olistico Wealth first reported a position in SONY in Q1 2025 and held it in 1 quarter. The position peaked at $914 in Q1 2025. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Olistico Wealth reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
Olistico Wealth sold 36 Sony shares in Q2 2025, an estimated $914.
Olistico Wealth first reported a position in Sony in Q1 2025 and held it in 1 quarter.
Olistico Wealth's Sony position peaked at $914 in Q1 2025.
757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Olistico Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.