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Morton Capital Management’s Sony SONY Stock Holding History

Morton Capital Management’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
2025
Q4 		– Sell
-7,790
Closed -$244K – 141
2025
Q3 		$244K Hold
7,790
– – 0.04% 107
2025
Q2 		$223K Buy
7,790
+14
+0.2% +$350 0.04% 112
2025
Q1 		$218K Buy
+7,776
New +$180K 0.04% 103

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morton Capital Management sold out of Sony (SONY) in Q4 2025, closing a stake of 7,790 shares — an estimated $244K sold.

Morton Capital Management first reported a position in SONY in Q1 2025 and held it in 3 quarters. The position peaked at $244K in Q3 2025. 819 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Morton Capital Management reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Morton Capital Management sold 7,790 Sony shares in Q4 2025, an estimated $244K.
  • Morton Capital Management first reported a position in Sony in Q1 2025 and held it in 3 quarters.
  • Morton Capital Management's Sony position peaked at $244K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held Sony as of Q4 2025.

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