Waverly Advisors’s Sony SONY Stock Holding History

Waverly 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	$4.72M	Buy	235,064 +2,842	+1%	+$59.9K	0.03%	466
2026 Q1	$4.81M	Sell	232,222 -4,274	-2%	-$95.8K	0.04%	415
2025 Q4	$6.05M	Buy	236,496 +23,877	+11%	+$670K	0.05%	333
2025 Q3	$6.12M	Sell	212,619 -864	-0.4%	-$23.2K	0.06%	287
2025 Q2	$5.56M	Buy	213,483 +12,424	+6%	+$311K	0.06%	287
2025 Q1	$5.1M	Buy	201,059 +11,405	+6%	+$264K	0.06%	292
2024 Q4	$4.01M	Buy	189,654 +30,419	+19%	+$593K	0.06%	252
2024 Q3	$3.08M	Buy	159,235 +14,520	+10%	+$265K	0.06%	262
2024 Q2	$2.46M	Buy	+144,715	New	+$2.39M	0.05%	279

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

Waverly Advisors's SONY Position: Q2 2026 in Review

Waverly Advisors increased its Sony (SONY) stake by 1.2% in Q2 2026, buying an estimated $59.9K and bringing the position to 235,064 shares worth $4.72M. The position accounts for 0.03% of the portfolio, ranked #466.

Waverly Advisors first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.12M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Waverly Advisors held 235,064 shares of Sony worth $4.72M as of Q2 2026.
Waverly Advisors bought 2,842 Sony shares in Q2 2026, an estimated $59.9K.
Sony made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #466 holding.
Waverly Advisors first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's Sony position peaked at $6.12M in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.