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Morton Capital Management’s Reliance Steel & Aluminium RS Stock Holding History

Morton Capital Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-865
Closed -$243K – 139
2025
Q3 		$243K Hold
865
– – 0.04% 108
2025
Q2 		$272K Hold
865
– – 0.05% 100
2025
Q1 		$250K Hold
865
– – 0.05% 96
2024
Q4 		$233K Buy
+865
New +$257K 0.04% 102

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morton Capital Management's RS Position: Q4 2025 in Review

Morton Capital Management sold out of Reliance Steel & Aluminium (RS) in Q4 2025, closing a stake of 865 shares — an estimated $243K sold.

Morton Capital Management first reported a position in RS in Q4 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 640 funds tracked by Wall St. Rank hold RS as of Q4 2025.

  • Morton Capital Management reported no remaining Reliance Steel & Aluminium position as of Q4 2025 after selling out during the quarter.
  • Morton Capital Management sold 865 Reliance Steel & Aluminium shares in Q4 2025, an estimated $243K.
  • Morton Capital Management first reported a position in Reliance Steel & Aluminium in Q4 2024 and held it in 4 quarters.
  • Morton Capital Management's Reliance Steel & Aluminium position peaked at $272K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2025.

Based on Morton Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.