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Associated Banc-Corp’s Morningstar MORN Stock Holding History

Associated Banc-Corp’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
-782
Closed -$234K – 326
2025
Q1 		$234K Buy
782
+7
+0.9% +$2.2K 0.01% 295
2024
Q4 		$261K Buy
775
+10
+1% +$3.41K 0.01% 286
2024
Q3 		$244K Buy
+765
New +$238K 0.01% 300
2022
Q2 		– Sell
-827
Closed -$226K – 318
2022
Q1 		$226K Hold
827
– – 0.01% 298
2021
Q4 		$283K Hold
827
– – 0.01% 284
2021
Q3 		$214K Sell
827
-2
-0.2% -$525 0.01% 311
2021
Q2 		$213K Buy
+829
New +$201K 0.01% 313
2021
Q1 		– Sell
-906
Closed -$210K – 639
2020
Q4 		$210K Buy
+906
New +$180K 0.01% 360

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Associated Banc-Corp's MORN Position: Q2 2025 in Review

Associated Banc-Corp sold out of Morningstar (MORN) in Q2 2025, closing a stake of 782 shares — an estimated $234K sold.

Associated Banc-Corp first reported a position in MORN in Q4 2020 and held it in 8 quarters. The position peaked at $283K in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Associated Banc-Corp reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Associated Banc-Corp sold 782 Morningstar shares in Q2 2025, an estimated $234K.
  • Associated Banc-Corp first reported a position in Morningstar in Q4 2020 and held it in 8 quarters.
  • Associated Banc-Corp's Morningstar position peaked at $283K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Associated Banc-Corp's 13F filing for Q2 2025, filed 12 Aug 2025.