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	–	1236
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

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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return