Edge Financial Advisors’s Morningstar MORN Stock Holding History

Edge Financial 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
2024 Q2	–	Sell	-798	Closed	-$246K	–	119
2024 Q1	$246K	Buy	+798	New	+$230K	0.22%	118

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Edge Financial Advisors's MORN Position: Q2 2024 in Review

Edge Financial Advisors sold out of Morningstar (MORN) in Q2 2024, closing a stake of 798 shares — an estimated $246K sold.

Edge Financial Advisors first reported a position in MORN in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

Edge Financial Advisors reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 798 Morningstar shares in Q2 2024, an estimated $246K.
Edge Financial Advisors first reported a position in Morningstar in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's Morningstar position peaked at $246K in Q1 2024.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.