Burney Company’s Morningstar MORN Stock Holding History

Burney Company’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	–	Sell	-720	Closed	-$226K	–	600
2025 Q2	$226K	Buy	+720	New	+$213K	0.01%	542

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Burney Company's MORN Position: Q3 2025 in Review

Burney Company sold out of Morningstar (MORN) in Q3 2025, closing a stake of 720 shares — an estimated $226K sold.

Burney Company first reported a position in MORN in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Burney Company reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Burney Company sold 720 Morningstar shares in Q3 2025, an estimated $226K.
Burney Company first reported a position in Morningstar in Q2 2025 and held it in 1 quarter.
Burney Company's Morningstar position peaked at $226K in Q2 2025.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.