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Gateway Investment Advisers’s Morningstar MORN Stock Holding History

Gateway Investment Advisers’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 		– Sell
-2,128
Closed -$638K – 502
2025
Q1 		$638K Hold
2,128
– – 0.01% 374
2024
Q4 		$717K Hold
2,128
– – 0.01% 356
2024
Q3 		$679K Hold
2,128
– – 0.01% 356
2024
Q2 		$630K Hold
2,128
– – 0.01% 367
2024
Q1 		$656K Hold
2,128
– – 0.01% 371
2023
Q4 		$609K Hold
2,128
– – 0.01% 376
2023
Q3 		$498K Buy
+2,128
New +$480K 0.01% 386

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gateway Investment Advisers's MORN Position: Q2 2025 in Review

Gateway Investment Advisers sold out of Morningstar (MORN) in Q2 2025, closing a stake of 2,128 shares — an estimated $638K sold.

Gateway Investment Advisers first reported a position in MORN in Q3 2023 and held it in 7 quarters. The position peaked at $717K in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Gateway Investment Advisers reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Gateway Investment Advisers sold 2,128 Morningstar shares in Q2 2025, an estimated $638K.
  • Gateway Investment Advisers first reported a position in Morningstar in Q3 2023 and held it in 7 quarters.
  • Gateway Investment Advisers's Morningstar position peaked at $717K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Gateway Investment Advisers's 13F filing for Q2 2025, filed 9 Jul 2025.