Annis Gardner Whiting Capital Advisors’s Sony SONY Stock Holding History

Annis Gardner Whiting 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
2026 Q2	–	Sell	-1,736	Closed	-$35.9K	–	1111
2026 Q1	$35.9K	Buy	1,736 +627	+57%	+$14K	0.01%	627
2025 Q4	$28.4K	Buy	1,109 +889	+404%	+$25K	0.01%	603
2025 Q3	$6.33K	Sell	220 -185	-46%	-$4.97K	﹤0.01%	760
2025 Q2	$10.5K	Buy	+405	New	+$10.1K	﹤0.01%	701
2024 Q3	–	Sell	-690	Closed	-$11.7K	–	926
2024 Q2	$11.7K	Hold	690	–	–	﹤0.01%	664
2024 Q1	$11.8K	Buy	+690	New	+$12.7K	﹤0.01%	645

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SONY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 1,736 shares — an estimated $35.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SONY in Q1 2024 and held it in 6 quarters. The position peaked at $35.9K in Q1 2026. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,736 Sony shares in Q2 2026, an estimated $35.9K.
Annis Gardner Whiting Capital Advisors first reported a position in Sony in Q1 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Sony position peaked at $35.9K in Q1 2026.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.