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GeoWealth Management’s Morningstar MORN Stock Holding History

GeoWealth 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
Q1 		– Sell
-46
Closed -$15.5K – 1521
2024
Q4 		$15.5K Buy
46
+2
+5% +$683 ﹤0.01% 1428
2024
Q3 		$14K Buy
+44
New +$13.7K ﹤0.01% 1334

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GeoWealth Management's MORN Position: Q1 2025 in Review

GeoWealth Management sold out of Morningstar (MORN) in Q1 2025, closing a stake of 46 shares — an estimated $15.5K sold.

GeoWealth Management first reported a position in MORN in Q3 2024 and held it in 2 quarters. The position peaked at $15.5K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • GeoWealth Management reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 46 Morningstar shares in Q1 2025, an estimated $15.5K.
  • GeoWealth Management first reported a position in Morningstar in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Morningstar position peaked at $15.5K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.