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Stephens Consulting’s Sony SONY Stock Holding History

Stephens Consulting’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 		$8.29K Buy
+324
New +$9.1K ﹤0.01% 252
2025
Q3 		– Sell
-188
Closed -$4.89K – 1047
2025
Q2 		$4.89K Buy
188
+148
+370% +$3.7K ﹤0.01% 393
2025
Q1 		$1.02K Buy
+40
New +$924 ﹤0.01% 640

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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's SONY Position: Q4 2025 in Review

Stephens Consulting opened a new position in Sony (SONY) in Q4 2025: 324 shares worth $8.29K. The stake represents ﹤0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in SONY as recently as Q2 2025.

Stephens Consulting first reported a position in SONY in Q1 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Stephens Consulting held 324 shares of Sony worth $8.29K as of Q4 2025.
  • Sony was a new Stephens Consulting position in Q4 2025.
  • Sony made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #252 holding.
  • Stephens Consulting first reported a position in Sony in Q1 2025 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.