Vise Technologies’s Sony SONY Stock Holding History

Vise Technologies’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	$4.49M	Hold	175,557	–	–	0.09%	187
2025 Q4	$4.49M	Buy	175,557 +24,237	+16%	+$680K	0.09%	188
2025 Q3	$4.36M	Buy	151,320 +4,791	+3%	+$129K	0.16%	128
2025 Q2	$3.81M	Buy	+146,529	New	+$3.67M	0.16%	141
2024 Q4	$2.3M	Buy	108,899 +38,494	+55%	+$750K	0.19%	114
2024 Q3	$1.36M	Buy	70,405 +26,885	+62%	+$490K	0.17%	118
2024 Q2	$739K	Sell	43,520 -890	-2%	-$14.7K	0.13%	158
2024 Q1	$762K	Sell	44,410 -1,135	-2%	-$20.9K	0.15%	143
2023 Q4	$863K	Sell	45,545 -8,565	-16%	-$149K	0.19%	124
2023 Q3	$892K	Sell	54,110 -18,670	-26%	-$326K	0.22%	111
2023 Q2	$1.31M	Buy	72,780 +2,685	+4%	+$50.4K	0.32%	78
2023 Q1	$1.27M	Buy	70,095 +11,750	+20%	+$204K	0.33%	74
2022 Q4	$890K	Buy	58,345 +10,030	+21%	+$150K	0.28%	85
2022 Q3	$619K	Buy	48,315 +6,780	+16%	+$109K	0.23%	99
2022 Q2	$679K	Buy	41,535 +21,275	+105%	+$377K	0.26%	92
2022 Q1	$416K	Buy	+20,260	New	+$440K	0.16%	138

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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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