AGWCA
SONY icon

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
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 – 927
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Bank of America
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return