Valley Wealth Managers’s Sony SONY Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-500	Closed	-$13K	–	327
2025 Q2	$13K	Hold	500	–	–	﹤0.01%	235
2025 Q1	$12.7K	Hold	500	–	–	﹤0.01%	263
2024 Q4	$10.6K	Hold	500	–	–	﹤0.01%	288
2024 Q3	$9.66K	Hold	500	–	–	﹤0.01%	293
2024 Q2	$8.49K	Hold	500	–	–	﹤0.01%	294
2024 Q1	$8.57K	Hold	500	–	–	﹤0.01%	260
2023 Q4	$9.47K	Hold	500	–	–	﹤0.01%	272
2023 Q3	$8.24K	Hold	500	–	–	﹤0.01%	296
2023 Q2	$9K	Hold	500	–	–	﹤0.01%	275
2023 Q1	$9.06K	Hold	500	–	–	﹤0.01%	291
2022 Q4	$7.63K	Sell	500 -15	-3%	-$224	﹤0.01%	309
2022 Q3	$7K	Buy	515 +15	+3%	+$240	﹤0.01%	340
2022 Q2	$8K	Buy	+500	New	+$8.86K	﹤0.01%	342

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley Wealth Managers's SONY Position: Q3 2025 in Review

Valley Wealth Managers sold out of Sony (SONY) in Q3 2025, closing a stake of 500 shares — an estimated $13K sold.

Valley Wealth Managers first reported a position in SONY in Q2 2022 and held it in 13 quarters. The position peaked at $13K in Q2 2025. 788 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

Valley Wealth Managers reported no remaining Sony position as of Q3 2025 after selling out during the quarter.
Valley Wealth Managers sold 500 Sony shares in Q3 2025, an estimated $13K.
Valley Wealth Managers first reported a position in Sony in Q2 2022 and held it in 13 quarters.
Valley Wealth Managers's Sony position peaked at $13K in Q2 2025.
788 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.