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Wealth Architects’s Sony SONY Stock Holding History

Wealth Architects’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
-8,869
Closed -$255K – 248
2025
Q3 		$255K Buy
8,869
+3
+0% +$81 0.02% 194
2025
Q2 		$231K Sell
8,866
-212
-2% -$5.3K 0.02% 196
2025
Q1 		$230K Buy
+9,078
New +$210K 0.03% 205
2022
Q1 		– Sell
-8,880
Closed -$224K – 216
2021
Q4 		$224K Buy
+8,880
New +$211K 0.04% 176

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

Wealth Architects's SONY Position: Q4 2025 in Review

Wealth Architects sold out of Sony (SONY) in Q4 2025, closing a stake of 8,869 shares — an estimated $255K sold.

Wealth Architects first reported a position in SONY in Q4 2021 and held it in 4 quarters. The position peaked at $255K in Q3 2025. 820 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Wealth Architects reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Wealth Architects sold 8,869 Sony shares in Q4 2025, an estimated $255K.
  • Wealth Architects first reported a position in Sony in Q4 2021 and held it in 4 quarters.
  • Wealth Architects's Sony position peaked at $255K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Wealth Architects's 13F filing for Q4 2025, filed 17 Feb 2026.