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Transcend Capital Advisors’s Sony SONY Stock Holding History

Transcend Capital 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
Q4 		– Sell
-9,335
Closed -$269K – 759
2025
Q3 		$269K Sell
9,335
-5,526
-37% -$149K 0.02% 573
2025
Q2 		$387K Sell
14,861
-2,143
-13% -$53.6K 0.03% 391
2025
Q1 		$432K Sell
17,004
-29
-0.2% -$670 0.03% 391
2024
Q4 		$360K Sell
17,033
-16,617
-49% -$324K 0.03% 407
2024
Q3 		$650K Buy
33,650
+20,085
+148% +$366K 0.04% 337
2024
Q2 		$230K Buy
+13,565
New +$224K 0.02% 519

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

Transcend Capital Advisors's SONY Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 9,335 shares — an estimated $269K sold.

Transcend Capital Advisors first reported a position in SONY in Q2 2024 and held it in 6 quarters. The position peaked at $650K in Q3 2024. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Transcend Capital Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 9,335 Sony shares in Q4 2025, an estimated $269K.
  • Transcend Capital Advisors first reported a position in Sony in Q2 2024 and held it in 6 quarters.
  • Transcend Capital Advisors's Sony position peaked at $650K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.