GW&K Investment Management’s Morningstar MORN Stock Holding History

GW&K Investment 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 Q2	–	Sell	-25	Closed	-$7K	–	1015
2025 Q1	$7K	Buy	+25	New	+$7.87K	﹤0.01%	868

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

GW&K Investment Management's MORN Position: Q2 2025 in Review

GW&K Investment Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 25 shares — an estimated $7K sold.

GW&K Investment Management first reported a position in MORN in Q1 2025 and held it in 1 quarter. The position peaked at $7K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

GW&K Investment Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
GW&K Investment Management sold 25 Morningstar shares in Q2 2025, an estimated $7K.
GW&K Investment Management first reported a position in Morningstar in Q1 2025 and held it in 1 quarter.
GW&K Investment Management's Morningstar position peaked at $7K in Q1 2025.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.