CAM
MORN icon

Congress Asset Management’s Morningstar MORN Stock Holding History

Congress Asset Management’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
Q2 		– Sell
-77,405
Closed -$13.1M – 409
2026
Q1 		$13.1M Buy
77,405
+2,864
+4% +$532K 0.09% 186
2025
Q4 		$16.2M Buy
74,541
+8,424
+13% +$1.82M 0.11% 161
2025
Q3 		$15.3M Buy
66,117
+5,706
+9% +$1.52M 0.1% 163
2025
Q2 		$19M Buy
60,411
+4,195
+7% +$1.24M 0.13% 141
2025
Q1 		$16.9M Buy
56,216
+7,173
+15% +$2.26M 0.13% 146
2024
Q4 		$16.5M Buy
49,043
+7,416
+18% +$2.53M 0.11% 152
2024
Q3 		$13.3M Buy
41,627
+6,011
+17% +$1.87M 0.09% 171
2024
Q2 		$10.5M Buy
35,616
+6,229
+21% +$1.84M 0.08% 180
2024
Q1 		$9.06M Buy
+29,387
New +$8.46M 0.06% 187

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return