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Barden Capital Management’s Sony SONY Stock Holding History

Barden Capital Management’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
-91,672
Closed -$1.9M – 60
2026
Q1 		$1.9M Buy
91,672
+9,733
+12% +$218K 1.62% 24
2025
Q4 		$2.1M Sell
81,939
-700
-0.8% -$19.7K 1.72% 22
2025
Q3 		$2.38M Sell
82,639
-91
-0.1% -$2.45K 1.98% 14
2025
Q2 		$2.15M Sell
82,730
-3,802
-4% -$95.1K 1.89% 19
2025
Q1 		$2.2M Buy
86,532
+1,010
+1% +$23.3K 1.95% 18
2024
Q4 		$1.81M Buy
85,522
+902
+1% +$17.6K 1.55% 25
2024
Q3 		$1.63M Buy
84,620
+8,360
+11% +$152K 1.44% 27
2024
Q2 		$1.29M Buy
76,260
+1,565
+2% +$25.9K 1.22% 31
2024
Q1 		$1.28M Sell
74,695
-11,810
-14% -$217K 1.24% 31
2023
Q4 		$1.45M Buy
86,505
+10,935
+14% +$190K 1.18% 33
2023
Q3 		$1.24M Buy
75,570
+7,230
+11% +$126K 1.21% 34
2023
Q2 		$1.23M Sell
68,340
-7,635
-10% -$143K 1.35% 29
2023
Q1 		$1.38M Sell
75,975
-4,095
-5% -$71K 1.32% 29
2022
Q4 		$1.22M Buy
80,070
+7,190
+10% +$107K 1.25% 33
2022
Q3 		$934K Buy
72,880
+2,200
+3% +$35.3K 1.09% 40
2022
Q2 		$1.16M Buy
70,680
+5,655
+9% +$100K 1.25% 28
2022
Q1 		$1.34M Buy
65,025
+1,780
+3% +$38.7K 1.31% 29
2021
Q4 		$1.6M Buy
+63,245
New +$1.51M 1.52% 24

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Barden Capital Management's SONY Position: Q2 2026 in Review

Barden Capital Management sold out of Sony (SONY) in Q2 2026, closing a stake of 91,672 shares — an estimated $1.9M sold.

Barden Capital Management first reported a position in SONY in Q4 2021 and held it in 18 quarters. The position peaked at $2.38M in Q3 2025. 378 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Barden Capital Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Barden Capital Management sold 91,672 Sony shares in Q2 2026, an estimated $1.9M.
  • Barden Capital Management first reported a position in Sony in Q4 2021 and held it in 18 quarters.
  • Barden Capital Management's Sony position peaked at $2.38M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.