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Cyndeo Wealth Partners’s Morningstar MORN Stock Holding History

Cyndeo Wealth Partners’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
Q1 		– Sell
-636
Closed -$214K – 469
2024
Q4 		$214K Hold
636
– – 0.01% 423
2024
Q3 		$203K Buy
+636
New +$198K 0.01% 431

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cyndeo Wealth Partners's MORN Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Morningstar (MORN) in Q1 2025, closing a stake of 636 shares — an estimated $214K sold.

Cyndeo Wealth Partners first reported a position in MORN in Q3 2024 and held it in 2 quarters. The position peaked at $214K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 636 Morningstar shares in Q1 2025, an estimated $214K.
  • Cyndeo Wealth Partners first reported a position in Morningstar in Q3 2024 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Morningstar position peaked at $214K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.