SWGC
SONY icon

Summit Wealth Group (Colorado)’s Sony SONY Stock Holding History

Summit Wealth Group (Colorado)’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
-5,661
Closed -$467K – 588
2025
Q3 		$467K Buy
+5,661
New +$152K 0.05% 275

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 Wealth Group (Colorado)'s SONY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Sony (SONY) in Q4 2025, closing a stake of 5,661 shares — an estimated $467K sold.

Summit Wealth Group (Colorado) first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $467K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,661 Sony shares in Q4 2025, an estimated $467K.
  • Summit Wealth Group (Colorado) first reported a position in Sony in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Sony position peaked at $467K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.