SkyOak Wealth’s Sony SONY Stock Holding History

SkyOak Wealth’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	-7,500	Closed	-$216K	–	266
2025 Q3	$216K	Buy	+7,500	New	+$202K	0.04%	229
2023 Q4	–	Sell	-12,500	Closed	-$206K	–	255
2023 Q3	$206K	Hold	12,500	–	–	0.06%	216
2023 Q2	$225K	Hold	12,500	–	–	0.06%	209
2023 Q1	$227K	Buy	+12,500	New	+$217K	0.07%	209
2022 Q3	–	Sell	-12,500	Closed	-$204K	–	232
2022 Q2	$204K	Sell	12,500 -1,750	-12%	-$31K	0.07%	190
2022 Q1	$293K	Hold	14,250	–	–	0.08%	181
2021 Q4	$360K	Hold	14,250	–	–	0.09%	164
2021 Q3	$315K	Hold	14,250	–	–	0.08%	167
2021 Q2	$277K	Hold	14,250	–	–	0.07%	184
2021 Q1	$298K	Hold	14,250	–	–	0.08%	170
2020 Q4	$288K	Hold	14,250	–	–	0.09%	170
2020 Q3	$219K	Buy	+14,250	New	+$222K	0.08%	180

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SkyOak Wealth's SONY Position: Q4 2025 in Review

SkyOak Wealth sold out of Sony (SONY) in Q4 2025, closing a stake of 7,500 shares — an estimated $216K sold.

SkyOak Wealth first reported a position in SONY in Q3 2020 and held it in 12 quarters. The position peaked at $360K in Q4 2021. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

SkyOak Wealth reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
SkyOak Wealth sold 7,500 Sony shares in Q4 2025, an estimated $216K.
SkyOak Wealth first reported a position in Sony in Q3 2020 and held it in 12 quarters.
SkyOak Wealth's Sony position peaked at $360K in Q4 2021.
820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on SkyOak Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.