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JNBA Financial Advisors’s Morningstar MORN Stock Holding History

JNBA Financial 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
-5
Closed -$1.68K – 669
2024
Q4 		$1.68K Hold
5
– – ﹤0.01% 599
2024
Q3 		$1.6K Hold
5
– – ﹤0.01% 609
2024
Q2 		$1.48K Hold
5
– – ﹤0.01% 590
2024
Q1 		$1.54K Hold
5
– – ﹤0.01% 613
2023
Q4 		$1.43K Hold
5
– – ﹤0.01% 627
2023
Q3 		$1.17K Hold
5
– – ﹤0.01% 656
2023
Q2 		$981 Hold
5
– – ﹤0.01% 659
2023
Q1 		$1.02K Buy
+5
New +$1.1K ﹤0.01% 660
2021
Q4 		– Sell
-116
Closed -$30K – 854
2021
Q3 		$30K Buy
+116
New +$30.5K ﹤0.01% 359

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JNBA Financial Advisors's MORN Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Morningstar (MORN) in Q1 2025, closing a stake of 5 shares — an estimated $1.68K sold.

JNBA Financial Advisors first reported a position in MORN in Q3 2021 and held it in 9 quarters. The position peaked at $30K in Q3 2021. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • JNBA Financial Advisors reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 5 Morningstar shares in Q1 2025, an estimated $1.68K.
  • JNBA Financial Advisors first reported a position in Morningstar in Q3 2021 and held it in 9 quarters.
  • JNBA Financial Advisors's Morningstar position peaked at $30K in Q3 2021.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.