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Baker Tilly Wealth Management’s Morningstar MORN Stock Holding History

Baker Tilly Wealth Management’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
-698
Closed -$209K – 244
2025
Q1 		$209K Buy
698
+2
+0.3% +$630 0.08% 223
2024
Q4 		$234K Sell
696
-1
-0.1% -$341 0.09% 214
2024
Q3 		$222K Sell
697
-387
-36% -$120K 0.1% 220
2024
Q2 		$321K Sell
1,084
-2,877
-73% -$852K 0.13% 188
2024
Q1 		$1.22M Buy
3,961
+190
+5% +$54.7K 0.22% 104
2023
Q4 		$1.08M Buy
3,771
+465
+14% +$121K 0.18% 128
2023
Q3 		$774K Sell
3,306
-780
-19% -$176K 0.13% 162
2023
Q2 		$801K Buy
4,086
+955
+31% +$189K 0.08% 239
2023
Q1 		$636K Sell
3,131
-505
-14% -$111K 0.07% 282
2022
Q4 		$788K Sell
3,636
-207
-5% -$47.2K 0.1% 230
2022
Q3 		$816K Sell
3,843
-349
-8% -$83K 0.11% 201
2022
Q2 		$1.01M Sell
4,192
-74
-2% -$18.6K 0.13% 166
2022
Q1 		$1.17M Buy
4,266
+153
+4% +$43.2K 0.13% 165
2021
Q4 		$1.41M Sell
4,113
-44
-1% -$13.6K 0.15% 138
2021
Q3 		$1.08M Buy
4,157
+412
+11% +$108K 0.14% 152
2021
Q2 		$963K Buy
3,745
+325
+10% +$78.9K 0.16% 154
2021
Q1 		$770K Buy
3,420
+635
+23% +$149K 0.16% 166
2020
Q4 		$645K Buy
+2,785
New +$553K 0.2% 122

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

Baker Tilly Wealth Management's MORN Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 698 shares — an estimated $209K sold.

Baker Tilly Wealth Management first reported a position in MORN in Q4 2020 and held it in 18 quarters. The position peaked at $1.41M in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Baker Tilly Wealth Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 698 Morningstar shares in Q2 2025, an estimated $209K.
  • Baker Tilly Wealth Management first reported a position in Morningstar in Q4 2020 and held it in 18 quarters.
  • Baker Tilly Wealth Management's Morningstar position peaked at $1.41M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.