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Summitry LLC’s Sony SONY Stock Holding History

Summitry LLC’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
2026
Q1 		$443K Buy
21,420
+1,102
+5% +$24.7K 0.02% 150
2025
Q4 		$520K Buy
20,318
+2,575
+15% +$72.3K 0.02% 117
2025
Q3 		$511K Sell
17,743
-5,096
-22% -$137K 0.02% 102
2025
Q2 		$594K Buy
22,839
+4,563
+25% +$114K 0.03% 81
2025
Q1 		$464K Buy
18,276
+1,502
+9% +$34.7K 0.02% 87
2024
Q4 		$355K Buy
16,774
+3,084
+23% +$60.1K 0.02% 97
2024
Q3 		$264K Buy
13,690
+755
+6% +$13.8K 0.01% 117
2024
Q2 		$220K Buy
+12,935
New +$214K 0.01% 107

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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return