Fiduciary Trust’s Morningstar MORN Stock Holding History

Fiduciary Trust’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	-884	Closed	-$278K	–	864
2025 Q2	$278K	Sell	884 -200	-18%	-$59.2K	﹤0.01%	703
2025 Q1	$325K	Buy	1,084 +4	+0.4%	+$1.26K	﹤0.01%	643
2024 Q4	$364K	Sell	1,080 -112	-9%	-$38.2K	﹤0.01%	536
2024 Q3	$380K	Hold	1,192	–	–	0.01%	522
2024 Q2	$353K	Sell	1,192 -100	-8%	-$29.6K	0.01%	516
2024 Q1	$398K	Hold	1,292	–	–	0.01%	500
2023 Q4	$370K	Sell	1,292 -25	-2%	-$6.51K	0.01%	502
2023 Q3	$308K	Sell	1,317 -77	-6%	-$17.4K	0.01%	521
2023 Q2	$273K	Buy	1,394 +164	+13%	+$32.5K	﹤0.01%	555
2023 Q1	$250K	Sell	1,230 -1,171	-49%	-$257K	﹤0.01%	564
2022 Q4	$520K	Sell	2,401 -100	-4%	-$22.8K	0.01%	441
2022 Q3	$531K	Buy	2,501 +50	+2%	+$11.9K	0.01%	425
2022 Q2	$593K	Buy	2,451 +220	+10%	+$55.4K	0.01%	422
2022 Q1	$609K	Hold	2,231	–	–	0.01%	436
2021 Q4	$763K	Sell	2,231 -83	-4%	-$25.7K	0.01%	393
2021 Q3	$599K	Buy	2,314 +903	+64%	+$237K	0.01%	431
2021 Q2	$363K	Buy	+1,411	New	+$342K	0.01%	523

Other funds holding MORN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return