WFA Asset Management’s Sony SONY Stock Holding History

WFA Asset Management’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	$773	Hold	8	–	–	﹤0.01%	189
2025 Q2	$680	Hold	8	–	–	﹤0.01%	201
2025 Q1	$686	Sell	8 -32	-80%	-$739	﹤0.01%	227
2024 Q4	$847	Hold	40	–	–	﹤0.01%	216
2024 Q3	$773	Hold	40	–	–	﹤0.01%	190
2024 Q2	$680	Hold	40	–	–	﹤0.01%	202
2024 Q1	$686	Hold	40	–	–	﹤0.01%	228
2023 Q4	$758	Hold	40	–	–	﹤0.01%	218
2023 Q3	$660	Hold	40	–	–	﹤0.01%	242
2023 Q2	$721	Hold	40	–	–	﹤0.01%	232
2023 Q1	$726	Hold	40	–	–	﹤0.01%	233
2022 Q4	$611	Hold	40	–	–	﹤0.01%	216
2022 Q3	$513	Hold	40	–	–	﹤0.01%	232
2022 Q2	$655	Hold	40	–	–	﹤0.01%	212
2022 Q1	$822	Hold	40	–	–	﹤0.01%	204
2021 Q4	$1.01K	Buy	+40	New	+$952	﹤0.01%	178

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

WFA Asset Management's SONY Position: Q3 2025 in Review

WFA Asset Management held its Sony (SONY) position steady in Q3 2025 at 8 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #189.

WFA Asset Management first reported a position in SONY in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.01K in Q4 2021. 787 funds tracked by Wall St. Rank hold SONY as of Q3 2025.

WFA Asset Management held 8 shares of Sony worth $773 as of Q3 2025.
WFA Asset Management left its Sony share count unchanged in Q3 2025.
Sony made up ﹤0.01% of WFA Asset Management's portfolio in Q3 2025, its #189 holding.
WFA Asset Management first reported a position in Sony in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Sony position peaked at $1.01K in Q4 2021.
787 funds tracked by Wall St. Rank held Sony as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.