Global Financial Private Client’s Morningstar MORN Stock Holding History

Global Financial Private Client’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	-4	Closed	-$1.2K	–	1068
2025 Q1	$1.2K	Buy	4 +3	+300%	+$945	﹤0.01%	1014
2024 Q4	$337	Buy	+1	New	+$341	﹤0.01%	1073

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Financial Private Client's MORN Position: Q2 2025 in Review

Global Financial Private Client sold out of Morningstar (MORN) in Q2 2025, closing a stake of 4 shares — an estimated $1.2K sold.

Global Financial Private Client first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $1.2K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Global Financial Private Client reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 4 Morningstar shares in Q2 2025, an estimated $1.2K.
Global Financial Private Client first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's Morningstar position peaked at $1.2K in Q1 2025.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.