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Johnson Financial Group Inc (Wisconsin)’s Morningstar MORN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-412
Closed -$124K – 829
2025
Q1 		$124K Buy
412
+197
+92% +$62K 0.01% 434
2024
Q4 		$70.7K Buy
+215
New +$73.4K ﹤0.01% 427

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Johnson Financial Group Inc (Wisconsin)'s MORN Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Morningstar (MORN) in Q2 2025, closing a stake of 412 shares — an estimated $124K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $124K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 412 Morningstar shares in Q2 2025, an estimated $124K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Morningstar position peaked at $124K in Q1 2025.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.