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World Investment Advisors’s Sony SONY Stock Holding History

World Investment 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 		$559K Buy
27,218
+3,303
+14% +$69.6K 0.01% 912
2026
Q1 		$495K Sell
23,915
-9,568
-29% -$214K 0.01% 992
2025
Q4 		$857K Buy
33,483
+11,154
+50% +$313K 0.01% 742
2025
Q3 		$643K Buy
22,329
+2,461
+12% +$66.2K 0.01% 701
2025
Q2 		$517K Buy
19,868
+10,115
+104% +$253K 0.01% 722
2025
Q1 		$248K Buy
+9,753
New +$225K 0.01% 936

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

World Investment Advisors's SONY Position: Q2 2026 in Review

World Investment Advisors increased its Sony (SONY) stake by 14% in Q2 2026, buying an estimated $69.6K and bringing the position to 27,218 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #912.

World Investment Advisors first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • World Investment Advisors held 27,218 shares of Sony worth $559K as of Q2 2026.
  • World Investment Advisors bought 3,303 Sony shares in Q2 2026, an estimated $69.6K.
  • Sony made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #912 holding.
  • World Investment Advisors first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's Sony position peaked at $857K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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