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Carolinas Wealth Consulting’s Morningstar MORN Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-7
Closed -$2.25K – 589
2025
Q1 		$2.25K Hold
7
– – ﹤0.01% 778
2024
Q4 		$2.29K Buy
7
+2
+40% +$683 ﹤0.01% 798
2024
Q3 		$1.56K Hold
5
– – ﹤0.01% 854
2024
Q2 		$1.45K Buy
5
+1
+25% +$296 ﹤0.01% 853
2024
Q1 		$1.29K Buy
+4
New +$1.15K ﹤0.01% 851

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's MORN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Morningstar (MORN) in Q2 2025, closing a stake of 7 shares — an estimated $2.25K sold.

Carolinas Wealth Consulting first reported a position in MORN in Q1 2024 and held it in 5 quarters. The position peaked at $2.29K in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Morningstar shares in Q2 2025, an estimated $2.25K.
  • Carolinas Wealth Consulting first reported a position in Morningstar in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Morningstar position peaked at $2.29K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.