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Fonville Wealth Management’s Morningstar MORN Stock Holding History

Fonville Wealth 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
Q3 		– Sell
-646
Closed -$203K – 129
2025
Q2 		$203K Buy
+646
New +$191K 0.05% 123
2025
Q1 		– Sell
-646
Closed -$218K – 123
2024
Q4 		$218K Sell
646
-30
-4% -$10.2K 0.07% 101
2024
Q3 		$216K Buy
+676
New +$210K 0.07% 111

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

Fonville Wealth Management's MORN Position: Q3 2025 in Review

Fonville Wealth Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 646 shares — an estimated $203K sold.

Fonville Wealth Management first reported a position in MORN in Q3 2024 and held it in 3 quarters. The position peaked at $218K in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Fonville Wealth Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 646 Morningstar shares in Q3 2025, an estimated $203K.
  • Fonville Wealth Management first reported a position in Morningstar in Q3 2024 and held it in 3 quarters.
  • Fonville Wealth Management's Morningstar position peaked at $218K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Fonville Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.