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Atomi Financial Group’s Morningstar MORN Stock Holding History

Atomi Financial Group’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
-916
Closed -$288K – 1220
2025
Q2 		$288K Buy
916
+139
+18% +$41.1K 0.01% 839
2025
Q1 		$233K Buy
777
+48
+7% +$15.1K 0.01% 902
2024
Q4 		$245K Buy
+729
New +$249K 0.01% 822

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atomi Financial Group's MORN Position: Q3 2025 in Review

Atomi Financial Group sold out of Morningstar (MORN) in Q3 2025, closing a stake of 916 shares — an estimated $288K sold.

Atomi Financial Group first reported a position in MORN in Q4 2024 and held it in 3 quarters. The position peaked at $288K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Atomi Financial Group reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 916 Morningstar shares in Q3 2025, an estimated $288K.
  • Atomi Financial Group first reported a position in Morningstar in Q4 2024 and held it in 3 quarters.
  • Atomi Financial Group's Morningstar position peaked at $288K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.