Brown Advisory’s Morningstar MORN Stock Holding History

Brown Advisory’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
2026 Q1	–	Sell	-2,217	Closed	-$482K	–	1441
2025 Q4	$482K	Buy	+2,217	New	+$480K	﹤0.01%	1075
2019 Q2	–	Sell	-18,010	Closed	-$2.27M	–	1186
2019 Q1	$2.27M	Sell	18,010 -1,093	-6%	-$131K	0.01%	609
2018 Q4	$2.1M	Sell	19,103 -7,047	-27%	-$826K	0.01%	587
2018 Q3	$3.29M	Sell	26,150 -433	-2%	-$58.4K	0.01%	539
2018 Q2	$3.41M	Buy	+26,583	New	+$3.04M	0.01%	522

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Brown Advisory's MORN Position: Q1 2026 in Review

Brown Advisory sold out of Morningstar (MORN) in Q1 2026, closing a stake of 2,217 shares — an estimated $482K sold.

Brown Advisory first reported a position in MORN in Q2 2018 and held it in 5 quarters. The position peaked at $3.41M in Q2 2018. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Brown Advisory reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Brown Advisory sold 2,217 Morningstar shares in Q1 2026, an estimated $482K.
Brown Advisory first reported a position in Morningstar in Q2 2018 and held it in 5 quarters.
Brown Advisory's Morningstar position peaked at $3.41M in Q2 2018.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.