Envestnet Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
106,787
+20,814
| +24% | +$3.87M | ﹤0.01% | 1415 |
|
|
2025
Q4 | $18.7M | Sell |
85,973
-24,912
| -22% | -$5.4M | 0.01% | 1257 |
|
|
2025
Q3 | $25.7M | Buy |
110,885
+6,746
| +6% | +$1.8M | 0.01% | 1120 |
|
|
2025
Q2 | $32.7M | Sell |
104,139
-2,155
| -2% | -$638K | 0.01% | 956 |
|
|
2025
Q1 | $31.9M | Buy |
106,294
+12,159
| +13% | +$3.83M | 0.01% | 916 |
|
|
2024
Q4 | $31.7M | Buy |
94,135
+17,139
| +22% | +$5.85M | 0.01% | 925 |
|
|
2024
Q3 | $24.6M | Buy |
76,996
+3,999
| +5% | +$1.24M | 0.01% | 1060 |
|
|
2024
Q2 | $21.6M | Sell |
72,997
-7,810
| -10% | -$2.31M | 0.01% | 1082 |
|
|
2024
Q1 | $24.9M | Buy |
80,807
+41,270
| +104% | +$11.9M | 0.01% | 986 |
|
|
2023
Q4 | $11.3M | Buy |
39,537
+4,964
| +14% | +$1.29M | ﹤0.01% | 1358 |
|
|
2023
Q3 | $8.1M | Buy |
34,573
+17,748
| +105% | +$4.01M | ﹤0.01% | 1506 |
|
|
2023
Q2 | $3.3M | Buy |
16,825
+865
| +5% | +$171K | ﹤0.01% | 1956 |
|
|
2023
Q1 | $3.24M | Buy |
15,960
+687
| +4% | +$151K | ﹤0.01% | 1893 |
|
|
2022
Q4 | $3.31M | Buy |
15,273
+1,833
| +14% | +$418K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $2.85M | Buy |
13,440
+579
| +5% | +$138K | ﹤0.01% | 1867 |
|
|
2022
Q2 | $3.11M | Buy |
12,861
+2,733
| +27% | +$689K | ﹤0.01% | 1816 |
|
|
2022
Q1 | $2.77M | Sell |
10,128
-727
| -7% | -$205K | ﹤0.01% | 2003 |
|
|
2021
Q4 | $3.71M | Sell |
10,855
-452
| -4% | -$140K | ﹤0.01% | 1762 |
|
|
2021
Q3 | $2.93M | Buy |
11,307
+667
| +6% | +$175K | ﹤0.01% | 1857 |
|
|
2021
Q2 | $2.74M | Buy |
10,640
+1,777
| +20% | +$431K | ﹤0.01% | 1867 |
|
|
2021
Q1 | $1.99M | Sell |
8,863
-9,760
| -52% | -$2.29M | ﹤0.01% | 1934 |
|
|
2020
Q4 | $4.31M | Sell |
18,623
-4,310
| -19% | -$856K | ﹤0.01% | 1349 |
|
|
2020
Q3 | $3.68M | Buy |
22,933
+334
| +1% | +$52.8K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $3.19M | Buy |
22,599
+2,602
| +13% | +$367K | ﹤0.01% | 1342 |
|
|
2020
Q1 | $2.33M | Buy |
19,997
+2,011
| +11% | +$291K | ﹤0.01% | 1350 |
|
|
2019
Q4 | $2.72M | Sell |
17,986
-32
| -0.2% | -$4.91K | ﹤0.01% | 1445 |
|
|
2019
Q3 | $2.63M | Buy |
18,018
+1,750
| +11% | +$269K | ﹤0.01% | 1397 |
|
|
2019
Q2 | $2.35M | Sell |
16,268
-359
| -2% | -$49.6K | ﹤0.01% | 1465 |
|
|
2019
Q1 | $2.1M | Buy |
16,627
+3,466
| +26% | +$417K | ﹤0.01% | 1446 |
|
|
2018
Q4 | $1.45M | Buy |
+13,161
| New | +$1.54M | ﹤0.01% | 1517 |
|
|
2018
Q3 | – | Sell |
-4,043
| Closed | -$518K | – | 2077 |
|
|
2018
Q2 | $518K | Sell |
4,043
-14
| -0.3% | -$1.6K | ﹤0.01% | 1305 |
|
|
2018
Q1 | $398K | Buy |
4,057
+35
| +0.9% | +$3.37K | ﹤0.01% | 1291 |
|
|
2017
Q4 | $390K | Sell |
4,022
-7
| -0.2% | -$630 | ﹤0.01% | 1594 |
|
|
2017
Q3 | $341K | Sell |
4,029
-97
| -2% | -$7.91K | ﹤0.01% | 1619 |
|
|
2017
Q2 | $322K | Buy |
4,126
+347
| +9% | +$26.2K | ﹤0.01% | 1693 |
|
|
2017
Q1 | $297K | Buy |
3,779
+225
| +6% | +$17.5K | ﹤0.01% | 1756 |
|
|
2016
Q4 | $262K | Buy |
3,554
+56
| +2% | +$4.12K | ﹤0.01% | 1774 |
|
|
2016
Q3 | $277K | Sell |
3,498
-4,658
| -57% | -$383K | ﹤0.01% | 1887 |
|
|
2016
Q2 | $667K | Sell |
8,156
-19
| -0.2% | -$1.59K | ﹤0.01% | 1515 |
|
|
2016
Q1 | $722K | Sell |
8,175
-802
| -9% | -$63.9K | ﹤0.01% | 1474 |
|
|
2015
Q4 | $722K | Sell |
8,977
-3,172
| -26% | -$257K | ﹤0.01% | 1442 |
|
|
2015
Q3 | $975K | Buy |
12,149
+531
| +5% | +$43.4K | ﹤0.01% | 1281 |
|
|
2015
Q2 | $924K | Sell |
11,618
-762
| -6% | -$58.4K | ﹤0.01% | 1432 |
|
|
2015
Q1 | $927K | Buy |
+12,380
| New | +$878K | ﹤0.01% | 1314 |
|
Other funds holding MORN
VPM
VCM
