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Petros Family Wealth’s Sony SONY Stock Holding History

Petros Family 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
Q4 		– Sell
-7,229
Closed -$208K – 167
2025
Q3 		$208K Buy
+7,229
New +$194K 0.17% 125

Other funds holding SONY

Fisher Asset Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petros Family Wealth's SONY Position: Q4 2025 in Review

Petros Family Wealth sold out of Sony (SONY) in Q4 2025, closing a stake of 7,229 shares — an estimated $208K sold.

Petros Family Wealth first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Petros Family Wealth reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 7,229 Sony shares in Q4 2025, an estimated $208K.
  • Petros Family Wealth first reported a position in Sony in Q3 2025 and held it in 1 quarter.
  • Petros Family Wealth's Sony position peaked at $208K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.