Fifth Third Wealth Advisors’s Morningstar MORN Stock Holding History

Fifth Third 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 Q3	–	Sell	-776	Closed	-$244K	–	801
2025 Q2	$244K	Buy	776 +2	+0.3%	+$592	0.01%	620
2025 Q1	$232K	Buy	774 +2	+0.3%	+$630	0.01%	611
2024 Q4	$260K	Sell	772 -9	-1%	-$3.07K	0.01%	566
2024 Q3	$249K	Buy	781 +6	+0.8%	+$1.86K	0.02%	549
2024 Q2	$229K	Buy	+775	New	+$229K	0.02%	533

Other funds holding MORN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fifth Third Wealth Advisors's MORN Position: Q3 2025 in Review

Fifth Third Wealth Advisors sold out of Morningstar (MORN) in Q3 2025, closing a stake of 776 shares — an estimated $244K sold.

Fifth Third Wealth Advisors first reported a position in MORN in Q2 2024 and held it in 5 quarters. The position peaked at $260K in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Fifth Third Wealth Advisors reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Fifth Third Wealth Advisors sold 776 Morningstar shares in Q3 2025, an estimated $244K.
Fifth Third Wealth Advisors first reported a position in Morningstar in Q2 2024 and held it in 5 quarters.
Fifth Third Wealth Advisors's Morningstar position peaked at $260K in Q4 2024.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.