Aspiriant LLC’s Morningstar MORN Stock Holding History

Aspiriant LLC’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	-687	Closed	-$216K	–	309
2025 Q2	$216K	Buy	+687	New	+$203K	0.01%	299

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aspiriant LLC's MORN Position: Q3 2025 in Review

Aspiriant LLC sold out of Morningstar (MORN) in Q3 2025, closing a stake of 687 shares — an estimated $216K sold.

Aspiriant LLC first reported a position in MORN in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Aspiriant LLC reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Aspiriant LLC sold 687 Morningstar shares in Q3 2025, an estimated $216K.
Aspiriant LLC first reported a position in Morningstar in Q2 2025 and held it in 1 quarter.
Aspiriant LLC's Morningstar position peaked at $216K in Q2 2025.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.