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Orion Portfolio Solutions’s Sony SONY Stock Holding History

Orion Portfolio Solutions’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
Q1 		$7.35M Sell
289,402
-29,082
-9% -$672K 0.07% 263
2024
Q4 		$6.74M Sell
318,484
-16,111
-5% -$314K 0.07% 275
2024
Q3 		$6.46M Buy
334,595
+6,435
+2% +$117K 0.06% 285
2024
Q2 		$5.58M Sell
328,160
-22,850
-7% -$378K 0.06% 289
2024
Q1 		$6.02M Sell
351,010
-1,325
-0.4% -$24.4K 0.06% 288
2023
Q4 		$6.51M Buy
352,335
+11,035
+3% +$191K 0.08% 253
2023
Q3 		$5.63M Sell
341,300
-9,945
-3% -$174K 0.07% 272
2023
Q2 		$6.33M Sell
351,245
-6,090
-2% -$114K 0.07% 274
2023
Q1 		$6.48M Buy
+357,335
New +$6.19M 0.08% 220
2020
Q3 		– Sell
-315
Closed -$4K – 1800
2020
Q2 		$4K Sell
315
-415
-57% -$5.39K ﹤0.01% 1581
2020
Q1 		$9K Sell
730
-10
-1% -$131 ﹤0.01% 1122
2019
Q4 		$10K Buy
+740
New +$9.23K ﹤0.01% 1011

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's SONY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Sony (SONY) stake by 9.1% in Q1 2025, selling an estimated $672K and leaving 289,402 shares worth $7.35M. The position accounts for 0.07% of the portfolio, ranked #263.

Orion Portfolio Solutions first reported a position in SONY in Q4 2019 and has held it in 12 quarters since. 748 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Orion Portfolio Solutions held 289,402 shares of Sony worth $7.35M as of Q1 2025.
  • Orion Portfolio Solutions sold 29,082 Sony shares in Q1 2025, an estimated $672K.
  • Sony made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #263 holding.
  • Orion Portfolio Solutions first reported a position in Sony in Q4 2019 and has held it in 12 quarters since.
  • 748 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.