Brown Advisory
MORN icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return