SageView Advisory Group’s Sony SONY Stock Holding History

SageView Advisory Group’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	$311K	Sell	12,133 -26,997	-69%	-$758K	0.01%	478
2025 Q3	$1.13M	Sell	39,130 -558	-1%	-$15K	0.04%	252
2025 Q2	$967K	Buy	39,688 +170	+0.4%	+$4.25K	0.04%	250
2025 Q1	$1M	Buy	39,518 +167	+0.4%	+$3.86K	0.04%	227
2024 Q4	$833K	Sell	39,351 -44	-0.1%	-$857	0.04%	250
2024 Q3	$761K	Sell	39,395 -4,340	-10%	-$79.1K	0.04%	234
2024 Q2	$743K	Buy	+43,735	New	+$723K	0.03%	269
2024 Q1	–	Sell	-47,845	Closed	-$932K	–	769
2023 Q4	$932K	Buy	+47,845	New	+$830K	0.04%	269

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SageView Advisory Group's SONY Position: Q4 2025 in Review

SageView Advisory Group reduced its Sony (SONY) stake by 69% in Q4 2025, selling an estimated $758K and leaving 12,133 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #478.

SageView Advisory Group first reported a position in SONY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

SageView Advisory Group held 12,133 shares of Sony worth $311K as of Q4 2025.
SageView Advisory Group sold 26,997 Sony shares in Q4 2025, an estimated $758K.
Sony made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #478 holding.
SageView Advisory Group first reported a position in Sony in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Sony position peaked at $1.13M in Q3 2025.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.