Rise Advisors’s Sony SONY Stock Holding History

Rise 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 Q4	–	Sell	-262	Closed	-$7.53K	–	1235
2025 Q3	$7.53K	Hold	262	–	–	﹤0.01%	1100
2025 Q2	$6.81K	Buy	262 +1	+0.4%	+$25	﹤0.01%	1132
2025 Q1	$6.63K	Sell	261 -1,486	-85%	-$34.3K	﹤0.01%	1143
2024 Q4	$37K	Sell	1,747 -3	-0.2%	-$58	0.02%	314
2024 Q3	$33.8K	Hold	1,750	–	–	0.02%	355
2024 Q2	$29.7K	Sell	1,750 -10	-0.6%	-$165	0.02%	382
2024 Q1	$30.2K	Buy	1,760 +1,270	+259%	+$23.3K	0.02%	382
2023 Q4	$9.3K	Hold	490	–	–	0.01%	322
2023 Q3	$8.08K	Hold	490	–	–	0.01%	330
2023 Q2	$8.83K	Sell	490 -20	-4%	-$375	0.01%	356
2023 Q1	$9.23K	Sell	510 -40	-7%	-$693	0.01%	374
2022 Q4	$8.38K	Hold	550	–	–	0.01%	377
2022 Q3	$7K	Hold	550	–	–	0.01%	399
2022 Q2	$9K	Buy	550 +5	+0.9%	+$89	0.01%	356
2022 Q1	$11K	Hold	545	–	–	0.01%	315
2021 Q4	$13.8K	Buy	+545	New	+$13K	0.01%	287

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's SONY Position: Q4 2025 in Review

Rise Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 262 shares — an estimated $7.53K sold.

Rise Advisors first reported a position in SONY in Q4 2021 and held it in 16 quarters. The position peaked at $37K in Q4 2024. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Rise Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 262 Sony shares in Q4 2025, an estimated $7.53K.
Rise Advisors first reported a position in Sony in Q4 2021 and held it in 16 quarters.
Rise Advisors's Sony position peaked at $37K in Q4 2024.
821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.