Baird Financial Group
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Baird Financial Group’s Sony SONY Stock Holding History

Baird Financial Group’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
-13,823
Closed -$286K – 1980
2026
Q1 		$286K Sell
13,823
-15,876
-53% -$356K ﹤0.01% 1655
2025
Q4 		$760K Buy
29,699
+158
+0.5% +$4.44K ﹤0.01% 1338
2025
Q3 		$850K Buy
29,541
+18,792
+175% +$505K ﹤0.01% 1310
2025
Q2 		$280K Sell
10,749
-1,345
-11% -$33.7K ﹤0.01% 1605
2025
Q1 		$307K Buy
12,094
+2,370
+24% +$54.8K ﹤0.01% 1549
2024
Q4 		$206K Buy
+9,724
New +$189K ﹤0.01% 1672
2024
Q2 		– Sell
-19,960
Closed -$342K – 1824
2024
Q1 		$342K Sell
19,960
-465
-2% -$8.55K ﹤0.01% 1510
2023
Q4 		$387K Sell
20,425
-10,315
-34% -$179K ﹤0.01% 1444
2023
Q3 		$507K Buy
30,740
+2,155
+8% +$37.6K ﹤0.01% 1328
2023
Q2 		$515K Buy
28,585
+4,335
+18% +$81.3K ﹤0.01% 1334
2023
Q1 		$440K Buy
+24,250
New +$420K ﹤0.01% 1360
2022
Q4 		– Sell
-15,815
Closed -$202K – 1768
2022
Q3 		$202K Buy
+15,815
New +$253K ﹤0.01% 1608
2022
Q2 		– Sell
-20,250
Closed -$415K – 1857
2022
Q1 		$415K Buy
20,250
+6,800
+51% +$148K ﹤0.01% 1490
2021
Q4 		$340K Buy
13,450
+135
+1% +$3.21K ﹤0.01% 1620
2021
Q3 		$294K Buy
+13,315
New +$279K ﹤0.01% 1674
2021
Q1 		– Sell
-12,380
Closed -$250K – 1724
2020
Q4 		$250K Buy
+12,380
New +$215K ﹤0.01% 1432
2018
Q4 		– Sell
-17,530
Closed -$212K – 1354
2018
Q3 		$212K Buy
+17,530
New +$193K ﹤0.01% 1274
2016
Q1 		– Sell
-287,475
Closed -$1.42M – 1273
2015
Q4 		$1.42M Buy
287,475
+1,375
+0.5% +$7.29K 0.01% 608
2015
Q3 		$1.4M Sell
286,100
-14,000
-5% -$74.6K 0.01% 609
2015
Q2 		$1.7M Buy
+300,100
New +$1.84M 0.02% 595

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Baird Financial Group's SONY Position: Q2 2026 in Review

Baird Financial Group sold out of Sony (SONY) in Q2 2026, closing a stake of 13,823 shares — an estimated $286K sold.

Baird Financial Group first reported a position in SONY in Q2 2015 and held it in 20 quarters. The position peaked at $1.7M in Q2 2015. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Baird Financial Group reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 13,823 Sony shares in Q2 2026, an estimated $286K.
  • Baird Financial Group first reported a position in Sony in Q2 2015 and held it in 20 quarters.
  • Baird Financial Group's Sony position peaked at $1.7M in Q2 2015.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.