Balyasny Asset Management
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Balyasny Asset Management’s Morningstar MORN Stock Holding History

Balyasny Asset 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
-41,333
Closed -$12.4M – 3153
2025
Q1 		$12.4M Sell
41,333
-126,693
-75% -$39.9M 0.02% 797
2024
Q4 		$56.6M Buy
+168,026
New +$57.4M 0.08% 291
2024
Q3 		– Sell
-23,024
Closed -$6.81M – 3000
2024
Q2 		$6.81M Sell
23,024
-11,441
-33% -$3.39M 0.01% 1035
2024
Q1 		$10.6M Sell
34,465
-32,910
-49% -$9.48M 0.02% 896
2023
Q4 		$19.3M Sell
67,375
-3,649
-5% -$951K 0.04% 619
2023
Q3 		$16.6M Buy
+71,024
New +$16M 0.03% 644
2020
Q4 		– Sell
-10,498
Closed -$1.69M – 1561
2020
Q3 		$1.69M Buy
+10,498
New +$1.66M 0.01% 881
2018
Q3 		– Sell
-4,189
Closed -$537K – 1912
2018
Q2 		$537K Sell
4,189
-4,600
-52% -$526K ﹤0.01% 1333
2018
Q1 		$840K Buy
8,789
+3,700
+73% +$356K ﹤0.01% 1286
2017
Q4 		$493K Buy
5,089
+1,800
+55% +$162K ﹤0.01% 1563
2017
Q3 		$280K Buy
+3,289
New +$268K ﹤0.01% 1568

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

Balyasny Asset Management's MORN Position: Q2 2025 in Review

Balyasny Asset Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 41,333 shares — an estimated $12.4M sold.

Balyasny Asset Management first reported a position in MORN in Q3 2017 and held it in 11 quarters. The position peaked at $56.6M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Balyasny Asset Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 41,333 Morningstar shares in Q2 2025, an estimated $12.4M.
  • Balyasny Asset Management first reported a position in Morningstar in Q3 2017 and held it in 11 quarters.
  • Balyasny Asset Management's Morningstar position peaked at $56.6M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.