AAS
MORN icon

Avantax Advisory Services’s Morningstar MORN Stock Holding History

Avantax Advisory Services’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 		$1.04M Buy
3,302
+343
+12% +$102K 0.01% 1152
2025
Q1 		$887K Buy
2,959
+54
+2% +$17K 0.01% 1159
2024
Q4 		$978K Sell
2,905
-119
-4% -$40.6K 0.01% 1050
2024
Q3 		$965K Sell
3,024
-167
-5% -$51.9K 0.01% 1044
2024
Q2 		$944K Buy
3,191
+427
+15% +$126K 0.01% 1008
2024
Q1 		$852K Buy
2,764
+211
+8% +$60.8K 0.01% 812
2023
Q4 		$731K Sell
2,553
-273
-10% -$71.1K 0.01% 834
2023
Q3 		$662K Sell
2,826
-1,408
-33% -$318K 0.01% 834
2023
Q2 		$830K Buy
4,234
+395
+10% +$78.2K 0.01% 749
2023
Q1 		$779K Buy
3,839
+169
+5% +$37.2K 0.01% 747
2022
Q4 		$795K Buy
3,670
+65
+2% +$14.8K 0.01% 705
2022
Q3 		$765K Buy
3,605
+340
+10% +$80.9K 0.01% 639
2022
Q2 		$790K Sell
3,265
-20
-0.6% -$5.04K 0.01% 619
2022
Q1 		$899K Sell
3,285
-63
-2% -$17.8K 0.01% 573
2021
Q4 		$1.15M Buy
3,348
+223
+7% +$69K 0.02% 499
2021
Q3 		$810K Sell
3,125
-95
-3% -$25K 0.01% 553
2021
Q2 		$827K Buy
3,220
+395
+14% +$95.8K 0.02% 530
2021
Q1 		$636K Buy
2,825
+345
+14% +$80.8K 0.01% 551
2020
Q4 		$574K Buy
2,480
+36
+1% +$7.15K 0.01% 514
2020
Q3 		$393K Buy
2,444
+96
+4% +$15.2K 0.01% 897
2020
Q2 		$332K Buy
2,348
+59
+3% +$8.33K 0.01% 604
2020
Q1 		$266K Buy
2,289
+731
+47% +$106K 0.01% 623
2019
Q4 		$234K Buy
+1,558
New +$239K 0.01% 726

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's MORN Position: Q2 2025 in Review

Avantax Advisory Services increased its Morningstar (MORN) stake by 12% in Q2 2025, buying an estimated $102K and bringing the position to 3,302 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1152.

Avantax Advisory Services first reported a position in MORN in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Avantax Advisory Services held 3,302 shares of Morningstar worth $1.04M as of Q2 2025.
  • Avantax Advisory Services bought 343 Morningstar shares in Q2 2025, an estimated $102K.
  • Morningstar made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1152 holding.
  • Avantax Advisory Services first reported a position in Morningstar in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Morningstar position peaked at $1.15M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.