Wellspring Financial Advisors’s Sony SONY Stock Holding History

Wellspring Financial 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	-7,206	Closed	-$207K	–	283
2025 Q3	$207K	Buy	+7,206	New	+$194K	0.02%	156

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellspring Financial Advisors's SONY Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of Sony (SONY) in Q4 2025, closing a stake of 7,206 shares — an estimated $207K sold.

Wellspring Financial Advisors first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

Wellspring Financial Advisors reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
Wellspring Financial Advisors sold 7,206 Sony shares in Q4 2025, an estimated $207K.
Wellspring Financial Advisors first reported a position in Sony in Q3 2025 and held it in 1 quarter.
Wellspring Financial Advisors's Sony position peaked at $207K in Q3 2025.
819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.