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Ameritas Advisory Services’s Morningstar MORN Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-35
Closed -$8.16K – 1672
2025
Q3 		$8.16K Hold
35
– – ﹤0.01% 1725
2025
Q2 		$11K Buy
+35
New +$10.4K ﹤0.01% 1971
2023
Q2 		– Sell
-8
Closed -$1.65K – 1781
2023
Q1 		$1.65K Buy
+8
New +$1.76K ﹤0.01% 2449

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameritas Advisory Services's MORN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Morningstar (MORN) in Q4 2025, closing a stake of 35 shares — an estimated $8.16K sold.

Ameritas Advisory Services first reported a position in MORN in Q1 2023 and held it in 3 quarters. The position peaked at $11K in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 35 Morningstar shares in Q4 2025, an estimated $8.16K.
  • Ameritas Advisory Services first reported a position in Morningstar in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Morningstar position peaked at $11K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.