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Edgestream Partners’s Morningstar MORN Stock Holding History

Edgestream 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
Q3 		– Sell
-20,225
Closed -$6.35M – 990
2025
Q2 		$6.35M Buy
+20,225
New +$5.99M 0.18% 224
2024
Q4 		– Sell
-4,778
Closed -$1.52M – 1006
2024
Q3 		$1.52M Buy
4,778
+661
+16% +$205K 0.07% 477
2024
Q2 		$1.22M Buy
4,117
+2,734
+198% +$809K 0.06% 472
2024
Q1 		$426K Buy
+1,383
New +$398K 0.02% 671

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

Edgestream Partners's MORN Position: Q3 2025 in Review

Edgestream Partners sold out of Morningstar (MORN) in Q3 2025, closing a stake of 20,225 shares — an estimated $6.35M sold.

Edgestream Partners first reported a position in MORN in Q1 2024 and held it in 4 quarters. The position peaked at $6.35M in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Edgestream Partners reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 20,225 Morningstar shares in Q3 2025, an estimated $6.35M.
  • Edgestream Partners first reported a position in Morningstar in Q1 2024 and held it in 4 quarters.
  • Edgestream Partners's Morningstar position peaked at $6.35M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.