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Binnacle Investments’s Morningstar MORN Stock Holding History

Binnacle Investments’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 		$8.82K Hold
38
– – 0.01% 446
2025
Q2 		$11.9K Hold
38
– – 0.01% 335
2025
Q1 		$11.4K Buy
+38
New +$12K 0.01% 304

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Binnacle Investments's MORN Position: Q3 2025 in Review

Binnacle Investments held its Morningstar (MORN) position steady in Q3 2025 at 38 shares worth $8.82K. The position accounts for 0.01% of the portfolio, ranked #446.

Binnacle Investments first reported a position in MORN in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q2 2025. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Binnacle Investments held 38 shares of Morningstar worth $8.82K as of Q3 2025.
  • Binnacle Investments left its Morningstar share count unchanged in Q3 2025.
  • Morningstar made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #446 holding.
  • Binnacle Investments first reported a position in Morningstar in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's Morningstar position peaked at $11.9K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.