Oliver Lagore Vanvalin Investment Group’s Sony SONY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$2.54K	Buy	+100	New	+$2.5K	﹤0.01%	537
2024 Q4	$2.12K	Hold	100	–	–	﹤0.01%	582
2024 Q3	$1.93K	Hold	100	–	–	﹤0.01%	582
2024 Q2	$1.7K	Hold	100	–	–	﹤0.01%	612
2024 Q1	$1.72K	Hold	100	–	–	﹤0.01%	632
2023 Q4	$1.89K	Sell	100 -135	-57%	-$2.34K	﹤0.01%	635
2023 Q3	$3.87K	Buy	235 +135	+135%	+$2.36K	﹤0.01%	596
2023 Q2	$1.8K	Hold	100	–	–	﹤0.01%	659
2023 Q1	$1.81K	Hold	100	–	–	﹤0.01%	591
2022 Q4	$1.53K	Hold	100	–	–	﹤0.01%	576
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	610
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	515
2022 Q1	$2K	Buy	+100	New	+$2.17K	﹤0.01%	517

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

Oliver Lagore Vanvalin Investment Group's SONY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Sony (SONY) in Q2 2025: 100 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SONY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SONY in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.87K in Q3 2023. 758 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 100 shares of Sony worth $2.54K as of Q2 2025.
Sony was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Sony made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #537 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Sony in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Sony position peaked at $3.87K in Q3 2023.
758 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.