WA
SONY icon

Whipplewood Advisors’s Sony SONY Stock Holding History

Whipplewood 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 		$5.01K Sell
250
-1,300
-84% -$27.4K ﹤0.01% 312
2026
Q1 		$32.1K Buy
+1,550
New +$34.7K 0.02% 325
2025
Q3 		– Sell
-1,822
Closed -$47.4K – 1030
2025
Q2 		$47.4K Sell
1,822
-68
-4% -$1.7K 0.03% 323
2025
Q1 		$47.4K Sell
1,890
-79
-4% -$1.82K 0.03% 317
2024
Q4 		$41.7K Buy
+1,969
New +$38.4K 0.02% 331

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

Whipplewood Advisors's SONY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Sony (SONY) stake by 84% in Q2 2026, selling an estimated $27.4K and leaving 250 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Whipplewood Advisors first reported a position in SONY in Q4 2024 and has held it in 5 quarters since. The position peaked at $47.4K in Q2 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Whipplewood Advisors held 250 shares of Sony worth $5.01K as of Q2 2026.
  • Whipplewood Advisors sold 1,300 Sony shares in Q2 2026, an estimated $27.4K.
  • Sony made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #312 holding.
  • Whipplewood Advisors first reported a position in Sony in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Sony position peaked at $47.4K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.