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AE Wealth Management’s Morningstar MORN Stock Holding History

AE Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,740
Closed -$546K – 2337
2025
Q2 		$546K Buy
1,740
+20
+1% +$5.92K ﹤0.01% 894
2025
Q1 		$516K Buy
+1,720
New +$542K ﹤0.01% 913

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's MORN Position: Q3 2025 in Review

AE Wealth Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 1,740 shares — an estimated $546K sold.

AE Wealth Management first reported a position in MORN in Q1 2025 and held it in 2 quarters. The position peaked at $546K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • AE Wealth Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,740 Morningstar shares in Q3 2025, an estimated $546K.
  • AE Wealth Management first reported a position in Morningstar in Q1 2025 and held it in 2 quarters.
  • AE Wealth Management's Morningstar position peaked at $546K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.