Aurum Wealth Management Group »

Sony Corporation shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Sony Corporation (SONY) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Sony Corporation

Tip: Access up to 7 years of quarterly data

All positions including Sony Corporation held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sony Corporation by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $287k 11k 25.39
2024-12-31 $253k 12k 21.16

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Progressive Corporation (PGR)

View all positions for Aurum Wealth Management Group

Top funds holding Sony Corporation

Fisher Investments
PRIMECAP Management Company
Reed Conner & Birdwell
Morgan Stanley
BlackRock
Mondrian Investment Partners
Goldman Sachs Group
Northern Trust
Harding Loevner
Royal Bank of Canada
Fiduciary Management
Capital Research and Management Company - Division 3
FMR
ClearBridge Advisors
Envestnet Asset Management

View all funds holding Sony Corporation