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Glenview Trust’s Morningstar MORN Stock Holding History

Glenview Trust’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
-683
Closed -$214K – 508
2025
Q2 		$214K Hold
683
– – ﹤0.01% 481
2025
Q1 		$205K Buy
683
+9
+1% +$2.83K ﹤0.01% 463
2024
Q4 		$227K Buy
+674
New +$230K ﹤0.01% 452
2024
Q2 		– Sell
-696
Closed -$215K – 479
2024
Q1 		$215K Buy
+696
New +$200K ﹤0.01% 453

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Glenview Trust's MORN Position: Q3 2025 in Review

Glenview Trust sold out of Morningstar (MORN) in Q3 2025, closing a stake of 683 shares — an estimated $214K sold.

Glenview Trust first reported a position in MORN in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Glenview Trust reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Glenview Trust sold 683 Morningstar shares in Q3 2025, an estimated $214K.
  • Glenview Trust first reported a position in Morningstar in Q1 2024 and held it in 4 quarters.
  • Glenview Trust's Morningstar position peaked at $227K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Glenview Trust's 13F filing for Q3 2025, filed 7 Nov 2025.