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Congress Wealth Management’s Morningstar MORN Stock Holding History

Congress Wealth 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
2025
Q2 		$4.41M Buy
14,043
+783
+6% +$232K 0.04% 414
2025
Q1 		$3.98M Buy
13,260
+3,250
+32% +$1.02M 0.05% 364
2024
Q4 		$3.37M Buy
10,010
+773
+8% +$264K 0.05% 338
2024
Q3 		$2.95M Buy
9,237
+337
+4% +$105K 0.04% 372
2024
Q2 		$2.63M Buy
8,900
+985
+12% +$292K 0.04% 319
2024
Q1 		$2.44M Buy
+7,915
New +$2.28M 0.04% 292

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 $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's MORN Position: Q2 2025 in Review

Congress Wealth Management increased its Morningstar (MORN) stake by 5.9% in Q2 2025, buying an estimated $232K and bringing the position to 14,043 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #414.

Congress Wealth Management first reported a position in MORN in Q1 2024 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Congress Wealth Management held 14,043 shares of Morningstar worth $4.41M as of Q2 2025.
  • Congress Wealth Management bought 783 Morningstar shares in Q2 2025, an estimated $232K.
  • Morningstar made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #414 holding.
  • Congress Wealth Management first reported a position in Morningstar in Q1 2024 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.