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Cresset Asset Management’s Morningstar MORN Stock Holding History

Cresset 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
2025
Q3 		– Sell
-811
Closed -$255K – 1584
2025
Q2 		$255K Sell
811
-735
-48% -$218K ﹤0.01% 1207
2025
Q1 		$464K Buy
1,546
+93
+6% +$29.3K ﹤0.01% 1100
2024
Q4 		$489K Sell
1,453
-877
-38% -$299K ﹤0.01% 1094
2024
Q3 		$743K Buy
2,330
+684
+42% +$213K ﹤0.01% 1316
2024
Q2 		$487K Buy
1,646
+635
+63% +$188K ﹤0.01% 1453
2024
Q1 		$312K Buy
+1,011
New +$291K ﹤0.01% 1562
2022
Q1 		– Sell
-586
Closed -$200K – 1090
2021
Q4 		$200K Sell
586
-842
-59% -$261K ﹤0.01% 1051
2021
Q3 		$369K Buy
1,428
+12
+0.8% +$3.15K 0.01% 746
2021
Q2 		$364K Buy
1,416
+25
+2% +$6.07K 0.01% 682
2021
Q1 		$313K Sell
1,391
-560
-29% -$131K 0.01% 658
2020
Q4 		$452K Sell
1,951
-534
-21% -$106K 0.01% 419
2020
Q3 		$399K Sell
2,485
-248
-9% -$39.2K 0.01% 426
2020
Q2 		$385K Sell
2,733
-76
-3% -$10.7K 0.01% 391
2020
Q1 		$327K Buy
2,809
+57
+2% +$8.26K 0.01% 365
2019
Q4 		$416K Buy
2,752
+1,139
+71% +$175K 0.01% 336
2019
Q3 		$236K Buy
1,613
+128
+9% +$19.7K 0.01% 451
2019
Q2 		$215K Buy
1,485
+848
+133% +$117K 0.01% 428
2019
Q1 		$80K Buy
637
+250
+65% +$30.1K ﹤0.01% 625
2018
Q4 		$43K Buy
+387
New +$45.4K ﹤0.01% 525

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cresset Asset Management's MORN Position: Q3 2025 in Review

Cresset Asset Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 811 shares — an estimated $255K sold.

Cresset Asset Management first reported a position in MORN in Q4 2018 and held it in 19 quarters. The position peaked at $743K in Q3 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Cresset Asset Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Cresset Asset Management sold 811 Morningstar shares in Q3 2025, an estimated $255K.
  • Cresset Asset Management first reported a position in Morningstar in Q4 2018 and held it in 19 quarters.
  • Cresset Asset Management's Morningstar position peaked at $743K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Cresset Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.