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Amica Retiree Medical Trust’s Morningstar MORN Stock Holding History

Amica Retiree Medical Trust’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 		$21K Buy
+91
New +$24.3K 0.03% 134

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Kayne Anderson Rudnick Investment Management
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State Street
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Geode Capital Management
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Wellington Management Group
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Amica Retiree Medical Trust's MORN Position: Q3 2025 in Review

Amica Retiree Medical Trust opened a new position in Morningstar (MORN) in Q3 2025: 91 shares worth $21K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings.

450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Amica Retiree Medical Trust held 91 shares of Morningstar worth $21K as of Q3 2025.
  • Morningstar was a new Amica Retiree Medical Trust position in Q3 2025.
  • Morningstar made up 0.03% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #134 holding.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.