Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Morningstar MORN Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-701
Closed -$220K – 1457
2025
Q2 		$220K Buy
+701
New +$208K ﹤0.01% 1248
2025
Q1 		– Sell
-654
Closed -$220K – 1289
2024
Q4 		$220K Buy
+654
New +$223K ﹤0.01% 1137

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BAMCO Inc
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Kayne Anderson Rudnick Investment Management
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State Street
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Geode Capital Management
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Wellington Management Group
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AQR Capital Management
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Kovitz Investment Group Partners's MORN Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Morningstar (MORN) in Q3 2025, closing a stake of 701 shares — an estimated $220K sold.

Kovitz Investment Group Partners first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 701 Morningstar shares in Q3 2025, an estimated $220K.
  • Kovitz Investment Group Partners first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Morningstar position peaked at $220K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.