Seed Wealth Management’s Sony SONY Stock Holding History

Seed Wealth Management’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
2026 Q3	–	Sell	-19,625	Closed	-$394K	–	99
2026 Q2	$394K	Sell	19,625 -5,500	-22%	-$116K	0.25%	60
2026 Q1	$520K	Hold	25,125	–	–	0.36%	46
2025 Q4	$643K	Hold	25,125	–	–	0.44%	40
2025 Q3	$723K	Hold	25,125	–	–	0.5%	40
2025 Q2	$654K	Sell	25,125 -950	-4%	-$23.8K	0.49%	52
2025 Q1	$662K	Hold	26,075	–	–	0.54%	53
2024 Q4	$552K	Hold	26,075	–	–	0.45%	57
2024 Q3	$504K	Hold	26,075	–	–	0.4%	64
2024 Q2	$443K	Buy	26,075 +2,800	+12%	+$46.3K	0.39%	66
2024 Q1	$401K	Sell	23,275 -225	-1%	-$4.14K	0.38%	68
2023 Q4	$439K	Hold	23,500	–	–	0.44%	56
2023 Q3	$387K	Hold	23,500	–	–	0.44%	63
2023 Q2	$423K	Hold	23,500	–	–	0.45%	62
2023 Q1	$426K	Hold	23,500	–	–	0.48%	53
2022 Q4	$359K	Buy	+23,500	New	+$351K	0.41%	62

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Seed Wealth Management's SONY Position: Q3 2026 in Review

Seed Wealth Management sold out of Sony (SONY) in Q3 2026, closing a stake of 19,625 shares — an estimated $394K sold.

Seed Wealth Management first reported a position in SONY in Q4 2022 and held it in 15 quarters. The position peaked at $723K in Q3 2025. 629 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Seed Wealth Management reported no remaining Sony position as of Q3 2026 after selling out during the quarter.
Seed Wealth Management sold 19,625 Sony shares in Q3 2026, an estimated $394K.
Seed Wealth Management first reported a position in Sony in Q4 2022 and held it in 15 quarters.
Seed Wealth Management's Sony position peaked at $723K in Q3 2025.
629 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.