Brown Advisory’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$482K Buy
2019
Q2
Sell
2019
Q1
$2.27M Sell
2018
Q4
$2.1M Sell
2018
Q3
$3.29M Sell
2018
Q2
$3.41M Buy