Empowered Funds’s Morningstar MORN Stock Holding History

Empowered Funds’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 Q4	–	Sell	-4,557	Closed	-$1.06M	–	1562
2025 Q3	$1.06M	Buy	4,557 +546	+14%	+$146K	0.01%	1163
2025 Q2	$1.26M	Buy	+4,011	New	+$1.19M	0.01%	1005

Other funds holding MORN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Empowered Funds's MORN Position: Q4 2025 in Review

Empowered Funds sold out of Morningstar (MORN) in Q4 2025, closing a stake of 4,557 shares — an estimated $1.06M sold.

Empowered Funds first reported a position in MORN in Q2 2025 and held it in 2 quarters. The position peaked at $1.26M in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Empowered Funds reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 4,557 Morningstar shares in Q4 2025, an estimated $1.06M.
Empowered Funds first reported a position in Morningstar in Q2 2025 and held it in 2 quarters.
Empowered Funds's Morningstar position peaked at $1.26M in Q2 2025.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.