FFM
MORN icon

Forum Financial Management’s Morningstar MORN Stock Holding History

Forum Financial 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
-735
Closed -$231K – 1046
2025
Q2 		$231K Buy
735
+46
+7% +$13.6K ﹤0.01% 820
2025
Q1 		$207K Buy
689
+27
+4% +$8.5K ﹤0.01% 803
2024
Q4 		$223K Buy
+662
New +$226K ﹤0.01% 791

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

Forum Financial Management's MORN Position: Q3 2025 in Review

Forum Financial Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 735 shares — an estimated $231K sold.

Forum Financial Management first reported a position in MORN in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Forum Financial Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 735 Morningstar shares in Q3 2025, an estimated $231K.
  • Forum Financial Management first reported a position in Morningstar in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Morningstar position peaked at $231K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.