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Wealthstream Advisors’s Sony SONY Stock Holding History

Wealthstream 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
Q3 		$205K Buy
+7,106
New +$191K 0.03% 182

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthstream Advisors's SONY Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in Sony (SONY) in Q3 2025: 7,106 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #182 among its holdings.

785 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

  • Wealthstream Advisors held 7,106 shares of Sony worth $205K as of Q3 2025.
  • Sony was a new Wealthstream Advisors position in Q3 2025.
  • Sony made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #182 holding.
  • 785 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.