Sequoia Financial Advisors’s Sony SONY Stock Holding History

Sequoia Financial 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
2026 Q1	$3.55M	Buy	171,616 +46,450	+37%	+$1.04M	0.02%	407
2025 Q4	$3.2M	Sell	125,166 -2,077	-2%	-$58.3K	0.02%	436
2025 Q3	$3.66M	Buy	127,243 +701	+0.6%	+$18.9K	0.02%	367
2025 Q2	$3.29M	Buy	126,542 +13,450	+12%	+$337K	0.02%	360
2025 Q1	$2.87M	Buy	113,092 +29,523	+35%	+$682K	0.02%	367
2024 Q4	$1.77M	Sell	83,569 -12,941	-13%	-$252K	0.02%	436
2024 Q3	$1.86M	Buy	96,510 +2,265	+2%	+$41.3K	0.02%	391
2024 Q2	$1.6M	Sell	94,245 -7,475	-7%	-$124K	0.02%	377
2024 Q1	$1.74M	Sell	101,720 -69,900	-41%	-$1.28M	0.02%	356
2023 Q4	$3.25M	Buy	171,620 +93,965	+121%	+$1.63M	0.04%	264
2023 Q3	$1.28M	Buy	77,655 +260	+0.3%	+$4.54K	0.02%	293
2023 Q2	$1.39M	Buy	77,395 +3,335	+5%	+$62.6K	0.02%	292
2023 Q1	$1.34M	Buy	74,060 +3,905	+6%	+$67.7K	0.03%	268
2022 Q4	$1.07M	Buy	70,155 +52,845	+305%	+$789K	0.03%	275
2022 Q3	$222K	Sell	17,310 -10,740	-38%	-$172K	0.01%	466
2022 Q2	$459K	Buy	28,050 +580	+2%	+$10.3K	0.01%	339
2022 Q1	$564K	Buy	27,470 +8,680	+46%	+$189K	0.01%	326
2021 Q4	$475K	Buy	+18,790	New	+$447K	0.01%	333
2021 Q1	–	Sell	-10,110	Closed	-$204K	–	465
2020 Q4	$204K	Buy	+10,110	New	+$176K	0.01%	396

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return