Financial Gravity Asset Management’s Morningstar MORN Stock Holding History

Financial Gravity Asset Management’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	$2.4K	Buy	+8	New	+$2.52K	﹤0.01%	796
2020 Q4	$0	Buy	+1	New	+$199	﹤0.01%	607
2019 Q4	$151K	Hold	22	–	–	0.1%	180
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	822
2019 Q2	$3K	Sell	22 -5	-19%	-$690	﹤0.01%	816
2019 Q1	$3K	Buy	+27	New	+$3.25K	﹤0.01%	850
2018 Q3	$6K	Buy	53 +8	+18%	+$1.08K	0.01%	691
2018 Q2	$6K	Sell	45 -12	-21%	-$1.37K	0.01%	696
2018 Q1	$6K	Buy	+57	New	+$5.48K	0.01%	679

Other funds holding MORN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Financial Gravity Asset Management's MORN Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Morningstar (MORN) in Q1 2025: 8 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MORN as recently as Q4 2020.

Financial Gravity Asset Management first reported a position in MORN in Q1 2018 and has held it in 9 quarters since. The position peaked at $151K in Q4 2019. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

Financial Gravity Asset Management held 8 shares of Morningstar worth $2.4K as of Q1 2025.
Morningstar was a new Financial Gravity Asset Management position in Q1 2025.
Morningstar made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #796 holding.
Financial Gravity Asset Management first reported a position in Morningstar in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Morningstar position peaked at $151K in Q4 2019.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.