First Horizon Advisors’s Morningstar MORN Stock Holding History

First Horizon 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 Q2	$60.9K	Buy	194 +23	+13%	+$6.81K	﹤0.01%	898
2025 Q1	$51.5K	Hold	171	–	–	﹤0.01%	914
2024 Q4	$57.8K	Hold	171	–	–	﹤0.01%	888
2024 Q3	$54.7K	Hold	171	–	–	﹤0.01%	942
2024 Q2	$50.6K	Sell	171 -7	-4%	-$2.07K	﹤0.01%	914
2024 Q1	$55.2K	Hold	178	–	–	﹤0.01%	902
2023 Q4	$51.1K	Buy	178 +6	+3%	+$1.56K	﹤0.01%	931
2023 Q3	$40.4K	Sell	172 -1	-0.6%	-$226	﹤0.01%	943
2023 Q2	$33.9K	Buy	173 +65	+60%	+$12.9K	﹤0.01%	1054
2023 Q1	$22.1K	Sell	108 -17	-14%	-$3.74K	﹤0.01%	1229
2022 Q4	$27.2K	Buy	125 +4	+3%	+$912	﹤0.01%	1143
2022 Q3	$25K	Sell	121 -12	-9%	-$2.85K	﹤0.01%	1145
2022 Q2	$32K	Buy	133 +122	+1,109%	+$30.7K	﹤0.01%	1105
2022 Q1	$3K	Sell	11 -90	-89%	-$25.4K	﹤0.01%	1395
2021 Q4	$34K	Buy	101 +5	+5%	+$1.55K	﹤0.01%	1085
2021 Q3	$24K	Buy	96 +1	+1%	+$263	﹤0.01%	1217
2021 Q2	$24K	Hold	95	–	–	﹤0.01%	1052
2021 Q1	$21K	Hold	95	–	–	﹤0.01%	1060
2020 Q4	$22K	Hold	95	–	–	﹤0.01%	866
2020 Q3	$15K	Hold	95	–	–	﹤0.01%	909
2020 Q2	$13K	Hold	95	–	–	﹤0.01%	937
2020 Q1	$11K	Buy	95 +5	+6%	+$724	﹤0.01%	918
2019 Q4	$13K	Buy	90 +1	+1%	+$154	﹤0.01%	1004
2019 Q3	$13K	Hold	89	–	–	﹤0.01%	1003
2019 Q2	$12K	Hold	89	–	–	﹤0.01%	1034
2019 Q1	$11K	Hold	89	–	–	﹤0.01%	1023
2018 Q4	$9K	Buy	89 +6	+7%	+$703	﹤0.01%	1052
2018 Q3	$10K	Hold	83	–	–	﹤0.01%	1110
2018 Q2	$10K	Buy	+83	New	+$9.49K	﹤0.01%	1116

Other funds holding MORN

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

BlackRock New York $5.72T AUM 30.48% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

First Horizon Advisors's MORN Position: Q2 2025 in Review

First Horizon Advisors increased its Morningstar (MORN) stake by 13% in Q2 2025, buying an estimated $6.81K and bringing the position to 194 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

First Horizon Advisors first reported a position in MORN in Q2 2018 and has held it in 29 quarters since. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

First Horizon Advisors held 194 shares of Morningstar worth $60.9K as of Q2 2025.
First Horizon Advisors bought 23 Morningstar shares in Q2 2025, an estimated $6.81K.
Morningstar made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #898 holding.
First Horizon Advisors first reported a position in Morningstar in Q2 2018 and has held it in 29 quarters since.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.