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Prudent Man Advisors’s Sony SONY Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-8,622
Closed -$224K – 178
2025
Q2 		$224K Buy
8,622
+237
+3% +$5.93K 0.07% 156
2025
Q1 		$213K Buy
+8,385
New +$194K 0.08% 157
2023
Q3 		– Sell
-12,530
Closed -$226K – 213
2023
Q2 		$226K Hold
12,530
– – 0.09% 173
2023
Q1 		$227K Buy
+12,530
New +$217K 0.09% 167
2022
Q2 		– Sell
-9,875
Closed -$203K – 184
2022
Q1 		$203K Hold
9,875
– – 0.08% 180
2021
Q4 		$250K Sell
9,875
-2,280
-19% -$54.3K 0.1% 159
2021
Q3 		$269K Hold
12,155
– – 0.1% 158
2021
Q2 		$236K Buy
12,155
+110
+0.9% +$2.23K 0.09% 182
2021
Q1 		$255K Sell
12,045
-3,580
-23% -$75.6K 0.11% 161
2020
Q4 		$316K Hold
15,625
– – 0.13% 128
2020
Q3 		$240K Sell
15,625
-245
-2% -$3.81K 0.13% 138
2020
Q2 		$219K Buy
+15,870
New +$206K 0.19% 134

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudent Man Advisors's SONY Position: Q3 2025 in Review

Prudent Man Advisors sold out of Sony (SONY) in Q3 2025, closing a stake of 8,622 shares — an estimated $224K sold.

Prudent Man Advisors first reported a position in SONY in Q2 2020 and held it in 12 quarters. The position peaked at $316K in Q4 2020. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • Prudent Man Advisors reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 8,622 Sony shares in Q3 2025, an estimated $224K.
  • Prudent Man Advisors first reported a position in Sony in Q2 2020 and held it in 12 quarters.
  • Prudent Man Advisors's Sony position peaked at $316K in Q4 2020.
  • 785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.