Position in SONY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,715,383
-$91,612 QoQ
Shares Held
235,064
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#137
of 739 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $432,678,840 across 3 Consumer Electronics names. SONY ranks #2 (1.1% of the industry book) .
All Filings in SONY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,715,383 | 235,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,806,995 | 232,222 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,054,297 | 236,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,121,301 | 212,619 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,556,962 | 213,483 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,104,888 | 201,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,013,078 | 189,654 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,075,464 | 31,847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,458,707 | 28,943 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||