HHM Wealth Advisors’s Morningstar MORN Stock Holding History

HHM Wealth Advisors’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 Q1	–	Sell	-2	Closed	-$674	–	1003
2024 Q4	$674	Buy	+2	New	+$683	﹤0.01%	898

Other funds holding MORN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

HHM Wealth Advisors's MORN Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Morningstar (MORN) in Q1 2025, closing a stake of 2 shares — an estimated $674 sold.

HHM Wealth Advisors first reported a position in MORN in Q4 2024 and held it in 1 quarter. The position peaked at $674 in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

HHM Wealth Advisors reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 2 Morningstar shares in Q1 2025, an estimated $674.
HHM Wealth Advisors first reported a position in Morningstar in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's Morningstar position peaked at $674 in Q4 2024.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.