Covestor’s Morningstar MORN Stock Holding History

Covestor’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 Q1	$34K	Sell	198 -118	-37%	-$21.9K	0.02%	909
2025 Q4	$69K	Sell	316 -186	-37%	-$40.3K	0.04%	770
2025 Q3	$117K	Sell	502 -58	-10%	-$15.5K	0.06%	485
2025 Q2	$176K	Buy	560 +74	+15%	+$21.9K	0.1%	241
2025 Q1	$146K	Buy	486 +70	+17%	+$22K	0.1%	263
2024 Q4	$140K	Buy	416 +53	+15%	+$18.1K	0.09%	321
2024 Q3	$116K	Buy	363 +156	+75%	+$48.5K	0.07%	443
2024 Q2	$61K	Buy	207 +158	+322%	+$46.8K	0.04%	765
2024 Q1	$15K	Sell	49 -2	-4%	-$576	0.01%	1318
2023 Q4	$15K	Hold	51	–	–	0.01%	1307
2023 Q3	$12K	Hold	51	–	–	0.01%	1330
2023 Q2	$10K	Hold	51	–	–	0.01%	1441
2023 Q1	$10K	Hold	51	–	–	0.01%	1318
2022 Q4	$11K	Sell	51 -64	-56%	-$14.6K	0.01%	1283
2022 Q3	$25K	Buy	115 +62	+117%	+$14.7K	0.02%	943
2022 Q2	$13K	Buy	53 +1	+2%	+$252	0.01%	1121
2022 Q1	$14K	Sell	52 -48	-48%	-$13.6K	0.01%	1191
2021 Q4	$34K	Buy	+100	New	+$31K	0.05%	716

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return