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Cottonwood Capital Advisors’s Morningstar MORN Stock Holding History

Cottonwood Capital Advisors’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
-1,135
Closed -$356K – 113
2025
Q2 		$356K Hold
1,135
– – 0.24% 82
2025
Q1 		$340K Hold
1,135
– – 0.25% 84
2024
Q4 		$382K Buy
1,135
+127
+13% +$43.4K 0.27% 75
2024
Q3 		$322K Hold
1,008
– – 0.24% 85
2024
Q2 		$298K Buy
+1,008
New +$298K 0.23% 85

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cottonwood Capital Advisors's MORN Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of Morningstar (MORN) in Q3 2025, closing a stake of 1,135 shares — an estimated $356K sold.

Cottonwood Capital Advisors first reported a position in MORN in Q2 2024 and held it in 5 quarters. The position peaked at $382K in Q4 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 1,135 Morningstar shares in Q3 2025, an estimated $356K.
  • Cottonwood Capital Advisors first reported a position in Morningstar in Q2 2024 and held it in 5 quarters.
  • Cottonwood Capital Advisors's Morningstar position peaked at $382K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.