Aspen Grove Capital’s Morningstar MORN Stock Holding History

Aspen Grove Capital’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 Q2	–	Sell	-762	Closed	-$229K	–	256
2025 Q1	$229K	Buy	+762	New	+$240K	0.04%	204

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aspen Grove Capital's MORN Position: Q2 2025 in Review

Aspen Grove Capital sold out of Morningstar (MORN) in Q2 2025, closing a stake of 762 shares — an estimated $229K sold.

Aspen Grove Capital first reported a position in MORN in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Aspen Grove Capital reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Aspen Grove Capital sold 762 Morningstar shares in Q2 2025, an estimated $229K.
Aspen Grove Capital first reported a position in Morningstar in Q1 2025 and held it in 1 quarter.
Aspen Grove Capital's Morningstar position peaked at $229K in Q1 2025.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Aspen Grove Capital's 13F filing for Q2 2025, filed 14 Aug 2025.