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Financial Gravity Companies’s Morningstar MORN Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$2.69K Hold
8
– – ﹤0.01% 732
2024
Q3 		$2.55K Buy
+8
New +$2.49K ﹤0.01% 476
2018
Q4 		$5K Buy
+40
New +$4.69K ﹤0.01% 714
2018
Q1 		$6K Buy
57
+5
+10% +$481 0.01% 679
2017
Q4 		$5K Buy
+52
New +$4.68K 0.01% 721

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Financial Gravity Companies's MORN Position: Q4 2024 in Review

Financial Gravity Companies held its Morningstar (MORN) position steady in Q4 2024 at 8 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Financial Gravity Companies first reported a position in MORN in Q4 2017 and has held it in 5 quarters since. The position peaked at $6K in Q1 2018. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • Financial Gravity Companies held 8 shares of Morningstar worth $2.69K as of Q4 2024.
  • Financial Gravity Companies left its Morningstar share count unchanged in Q4 2024.
  • Morningstar made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #732 holding.
  • Financial Gravity Companies first reported a position in Morningstar in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Morningstar position peaked at $6K in Q1 2018.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.