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Hemington Wealth Management’s Morningstar MORN Stock Holding History

Hemington Wealth 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
Q3 		$4K Sell
18
-19
-51% -$5.07K ﹤0.01% 1197
2025
Q2 		$11K Buy
37
+10
+37% +$2.96K ﹤0.01% 819
2025
Q1 		$8K Buy
27
+8
+42% +$2.52K ﹤0.01% 891
2024
Q4 		$6K Buy
19
+7
+58% +$2.39K ﹤0.01% 960
2024
Q3 		$3K Buy
+12
New +$3.73K ﹤0.01% 1087

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

Hemington Wealth Management's MORN Position: Q3 2025 in Review

Hemington Wealth Management reduced its Morningstar (MORN) stake by 51% in Q3 2025, selling an estimated $5.07K and leaving 18 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Hemington Wealth Management first reported a position in MORN in Q3 2024 and has held it in 5 quarters since. The position peaked at $11K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Hemington Wealth Management held 18 shares of Morningstar worth $4K as of Q3 2025.
  • Hemington Wealth Management sold 19 Morningstar shares in Q3 2025, an estimated $5.07K.
  • Morningstar made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1197 holding.
  • Hemington Wealth Management first reported a position in Morningstar in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Morningstar position peaked at $11K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.