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RMR Wealth Builders’s Sony SONY Stock Holding History

RMR Wealth Builders’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
-10,378
Closed -$270K – 298
2025
Q2 		$270K Buy
10,378
+1
+0% +$25 0.02% 240
2025
Q1 		$263K Sell
10,377
-31
-0.3% -$716 0.03% 221
2024
Q4 		$220K Buy
10,408
+33
+0.3% +$643 0.02% 243
2024
Q3 		$200K Buy
+10,375
New +$189K 0.02% 254
2024
Q1 		– Sell
-10,680
Closed -$202K – 263
2023
Q4 		$202K Sell
10,680
-1,895
-15% -$32.9K 0.03% 225
2023
Q3 		$207K Hold
12,575
– – 0.03% 220
2023
Q2 		$226K Buy
12,575
+5
+0% +$94 0.04% 191
2023
Q1 		$228K Buy
+12,570
New +$218K 0.04% 191
2022
Q2 		– Sell
-11,760
Closed -$242K – 216
2022
Q1 		$242K Buy
+11,760
New +$256K 0.05% 181
2021
Q2 		– Sell
-7,640
Closed -$162K – 628
2021
Q1 		$162K Buy
7,640
+340
+5% +$7.18K 0.04% 219
2020
Q4 		$148K Buy
+7,300
New +$127K 0.07% 176
2020
Q3 		– Sell
-9,215
Closed -$127K – 433
2020
Q2 		$127K Buy
+9,215
New +$120K 0.11% 148
2019
Q4 		$156K Buy
+11,495
New +$143K 0.15% 133

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RMR Wealth Builders's SONY Position: Q3 2025 in Review

RMR Wealth Builders sold out of Sony (SONY) in Q3 2025, closing a stake of 10,378 shares — an estimated $270K sold.

RMR Wealth Builders first reported a position in SONY in Q4 2019 and held it in 13 quarters. The position peaked at $270K in Q2 2025. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • RMR Wealth Builders reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 10,378 Sony shares in Q3 2025, an estimated $270K.
  • RMR Wealth Builders first reported a position in Sony in Q4 2019 and held it in 13 quarters.
  • RMR Wealth Builders's Sony position peaked at $270K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.