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Summit Securities Group’s Sony SONY Stock Holding History

Summit Securities Group’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
-87
Closed -$2.5K – 1237
2025
Q3 		$2.5K Buy
+87
New +$2.34K ﹤0.01% 947
2024
Q3 		– Sell
-80
Closed -$1K – 836
2024
Q2 		$1K Buy
+80
New +$1.32K ﹤0.01% 545
2023
Q2 		– Sell
-5
Closed – – 1082
2023
Q1 		$0 Buy
+5
New +$87 ﹤0.01% 1255
2019
Q4 		– Sell
-61,000
Closed -$721K – 510
2019
Q3 		$721K Buy
+61,000
New +$689K 0.06% 161

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Securities Group's SONY Position: Q4 2025 in Review

Summit Securities Group sold out of Sony (SONY) in Q4 2025, closing a stake of 87 shares — an estimated $2.5K sold.

Summit Securities Group first reported a position in SONY in Q3 2019 and held it in 4 quarters. The position peaked at $721K in Q3 2019. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Summit Securities Group reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 87 Sony shares in Q4 2025, an estimated $2.5K.
  • Summit Securities Group first reported a position in Sony in Q3 2019 and held it in 4 quarters.
  • Summit Securities Group's Sony position peaked at $721K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.