HWAM
MORN icon

Hennion & Walsh Asset Management’s Morningstar MORN Stock Holding History

Hennion & Walsh Asset 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
Q4 		– Sell
-903
Closed -$210K – 973
2025
Q3 		$210K Sell
903
-21
-2% -$5.6K 0.01% 910
2025
Q2 		$290K Buy
924
+103
+13% +$30.5K 0.01% 824
2025
Q1 		$246K Buy
+821
New +$259K 0.01% 795

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hennion & Walsh Asset Management's MORN Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 903 shares — an estimated $210K sold.

Hennion & Walsh Asset Management first reported a position in MORN in Q1 2025 and held it in 3 quarters. The position peaked at $290K in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 903 Morningstar shares in Q4 2025, an estimated $210K.
  • Hennion & Walsh Asset Management first reported a position in Morningstar in Q1 2025 and held it in 3 quarters.
  • Hennion & Walsh Asset Management's Morningstar position peaked at $290K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.