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Freestone Grove Partners’s Morningstar MORN Stock Holding History

Freestone Grove Partners’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
Q4 		– Sell
-3,140
Closed -$729K – 861
2025
Q3 		$729K Sell
3,140
-1,007
-24% -$268K 0.01% 480
2025
Q2 		$1.3M Buy
+4,147
New +$1.23M 0.01% 408

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Select Equity Group
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BAMCO Inc
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freestone Grove Partners's MORN Position: Q4 2025 in Review

Freestone Grove Partners sold out of Morningstar (MORN) in Q4 2025, closing a stake of 3,140 shares — an estimated $729K sold.

Freestone Grove Partners first reported a position in MORN in Q2 2025 and held it in 2 quarters. The position peaked at $1.3M in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Freestone Grove Partners reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 3,140 Morningstar shares in Q4 2025, an estimated $729K.
  • Freestone Grove Partners first reported a position in Morningstar in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Morningstar position peaked at $1.3M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.