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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fiduciary Trust's MORN Position: Q3 2025 in Review

Fiduciary Trust sold out of Morningstar (MORN) in Q3 2025, closing a stake of 884 shares — an estimated $278K sold.

Fiduciary Trust first reported a position in MORN in Q2 2021 and held it in 17 quarters. The position peaked at $763K in Q4 2021. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Fiduciary Trust reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 884 Morningstar shares in Q3 2025, an estimated $278K.
  • Fiduciary Trust first reported a position in Morningstar in Q2 2021 and held it in 17 quarters.
  • Fiduciary Trust's Morningstar position peaked at $763K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.