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Wolf Group Capital Advisors’s Sony SONY Stock Holding History

Wolf Group Capital 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
Q1 		$206K Buy
+8,112
New +$187K 0.07% 163

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Wolf Group Capital Advisors's SONY Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Sony (SONY) in Q1 2025: 8,112 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings.

747 funds tracked by Wall St. Rank hold SONY as of Q1 2025.

  • Wolf Group Capital Advisors held 8,112 shares of Sony worth $206K as of Q1 2025.
  • Sony was a new Wolf Group Capital Advisors position in Q1 2025.
  • Sony made up 0.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #163 holding.
  • 747 funds tracked by Wall St. Rank held Sony as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.