Gallo Partners’s Morningstar MORN Stock Holding History

Gallo 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	-13,326	Closed	-$3.09M	–	59
2025 Q3	$3.09M	Buy	+13,326	New	+$3.55M	2.31%	17

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gallo Partners's MORN Position: Q4 2025 in Review

Gallo Partners sold out of Morningstar (MORN) in Q4 2025, closing a stake of 13,326 shares — an estimated $3.09M sold.

Gallo Partners first reported a position in MORN in Q3 2025 and held it in 1 quarter. The position peaked at $3.09M in Q3 2025. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Gallo Partners reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Gallo Partners sold 13,326 Morningstar shares in Q4 2025, an estimated $3.09M.
Gallo Partners first reported a position in Morningstar in Q3 2025 and held it in 1 quarter.
Gallo Partners's Morningstar position peaked at $3.09M in Q3 2025.
473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

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