Ameritas Investment Partners’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Sell	4,229 -143	-3%	-$26.6K	0.02%	723
2025 Q4	$950K	Sell	4,372 -214	-5%	-$46.3K	0.03%	634
2025 Q3	$1.06M	Sell	4,586 -582	-11%	-$155K	0.03%	586
2025 Q2	$1.62M	Sell	5,168 -148	-3%	-$43.8K	0.05%	415
2025 Q1	$1.59M	Sell	5,316 -95	-2%	-$29.9K	0.05%	415
2024 Q4	$1.82M	Sell	5,411 -135	-2%	-$46.1K	0.06%	370
2024 Q3	$1.77M	Hold	5,546	–	–	0.06%	392
2024 Q2	$1.64M	Sell	5,546 -205	-4%	-$60.7K	0.06%	394
2024 Q1	$1.77M	Hold	5,751	–	–	0.06%	384
2023 Q4	$1.65M	Sell	5,751 -84	-1%	-$21.9K	0.06%	385
2023 Q3	$1.37M	Buy	+5,835	New	+$1.32M	0.05%	425