SOA Wealth Advisors’s Sony SONY Stock Holding History

SOA Wealth 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
2025 Q3	–	Sell	-138	Closed	-$3.59K	–	925
2025 Q2	$3.59K	Sell	138 -480	-78%	-$12K	﹤0.01%	674
2025 Q1	$15.7K	Sell	618 -2,599	-81%	-$60.1K	﹤0.01%	509
2024 Q4	$68.1K	Buy	3,217 +3,027	+1,593%	+$59K	0.01%	290
2024 Q3	$3.67K	Hold	190	–	–	﹤0.01%	628
2024 Q2	$3.23K	Hold	190	–	–	﹤0.01%	641
2024 Q1	$3.26K	Hold	190	–	–	﹤0.01%	654
2023 Q4	$3.6K	Hold	190	–	–	﹤0.01%	636
2023 Q3	$3.13K	Hold	190	–	–	﹤0.01%	668
2023 Q2	$3.42K	Hold	190	–	–	﹤0.01%	664
2023 Q1	$3.44K	Hold	190	–	–	﹤0.01%	667
2022 Q4	$2.9K	Hold	190	–	–	﹤0.01%	695
2022 Q3	$2K	Hold	190	–	–	﹤0.01%	729
2022 Q2	$3K	Hold	190	–	–	﹤0.01%	662
2022 Q1	$3K	Hold	190	–	–	﹤0.01%	768
2021 Q4	$4K	Hold	190	–	–	﹤0.01%	706
2021 Q3	$4K	Hold	190	–	–	﹤0.01%	724
2021 Q2	$3K	Hold	190	–	–	﹤0.01%	739
2021 Q1	$4K	Hold	190	–	–	﹤0.01%	656
2020 Q4	$4K	Buy	+190	New	+$3.3K	﹤0.01%	645

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

SOA Wealth Advisors's SONY Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Sony (SONY) in Q3 2025, closing a stake of 138 shares — an estimated $3.59K sold.

SOA Wealth Advisors first reported a position in SONY in Q4 2020 and held it in 19 quarters. The position peaked at $68.1K in Q4 2024. 785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

SOA Wealth Advisors reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 138 Sony shares in Q3 2025, an estimated $3.59K.
SOA Wealth Advisors first reported a position in Sony in Q4 2020 and held it in 19 quarters.
SOA Wealth Advisors's Sony position peaked at $68.1K in Q4 2024.
785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.