Envestnet Portfolio Solutions
MORN icon

Envestnet Portfolio Solutions’s Morningstar MORN Stock Holding History

Envestnet Portfolio Solutions’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
-1,269
Closed -$427K – 1707
2024
Q4 		$427K Buy
1,269
+265
+26% +$90.5K ﹤0.01% 1314
2024
Q3 		$320K Buy
1,004
+144
+17% +$44.7K ﹤0.01% 1414
2024
Q2 		$254K Sell
860
-280
-25% -$82.9K ﹤0.01% 1467
2024
Q1 		$352K Buy
1,140
+431
+61% +$124K ﹤0.01% 1276
2023
Q4 		$203K Buy
+709
New +$185K ﹤0.01% 1492

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

Envestnet Portfolio Solutions's MORN Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Morningstar (MORN) in Q1 2025, closing a stake of 1,269 shares — an estimated $427K sold.

Envestnet Portfolio Solutions first reported a position in MORN in Q4 2023 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,269 Morningstar shares in Q1 2025, an estimated $427K.
  • Envestnet Portfolio Solutions first reported a position in Morningstar in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Morningstar position peaked at $427K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.