Kestra Private Wealth Services’s Morningstar MORN Stock Holding History

Kestra Private Wealth Services’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	-689	Closed	-$207K	–	1651
2025 Q1	$207K	Sell	689 -489	-42%	-$154K	﹤0.01%	1376
2024 Q4	$397K	Buy	1,178 +35	+3%	+$11.9K	0.01%	1031
2024 Q3	$365K	Buy	1,143 +74	+7%	+$23K	0.01%	1012
2024 Q2	$316K	Sell	1,069 -348	-25%	-$103K	0.01%	1029
2024 Q1	$437K	Buy	1,417 +662	+88%	+$191K	0.01%	861
2023 Q4	$216K	Buy	+755	New	+$197K	0.01%	1084

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kestra Private Wealth Services's MORN Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Morningstar (MORN) in Q2 2025, closing a stake of 689 shares — an estimated $207K sold.

Kestra Private Wealth Services first reported a position in MORN in Q4 2023 and held it in 6 quarters. The position peaked at $437K in Q1 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Kestra Private Wealth Services reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 689 Morningstar shares in Q2 2025, an estimated $207K.
Kestra Private Wealth Services first reported a position in Morningstar in Q4 2023 and held it in 6 quarters.
Kestra Private Wealth Services's Morningstar position peaked at $437K in Q1 2024.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.