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EP Wealth Advisors’s Morningstar MORN Stock Holding History

EP Wealth 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
2025
Q2 		$223K Buy
+711
New +$210K ﹤0.01% 1189

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's MORN Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Morningstar (MORN) in Q2 2025: 711 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • EP Wealth Advisors held 711 shares of Morningstar worth $223K as of Q2 2025.
  • Morningstar was a new EP Wealth Advisors position in Q2 2025.
  • Morningstar made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1189 holding.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.