LA
MORN icon

Legacy Advisors’s Morningstar MORN Stock Holding History

Legacy 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 		$871K Sell
2,905
-42
-1% -$13.2K 0.09% 184
2024
Q4 		$992K Buy
2,947
+37
+1% +$12.6K 0.1% 160
2024
Q3 		$929K Sell
2,910
-115
-4% -$35.7K 0.1% 162
2024
Q2 		$895K Buy
3,025
+49
+2% +$14.5K 0.11% 141
2024
Q1 		$918K Buy
2,976
+224
+8% +$64.5K 0.12% 142
2023
Q4 		$788K Sell
2,752
-435
-14% -$113K 0.1% 157
2023
Q3 		$747K Buy
3,187
+158
+5% +$35.7K 0.12% 143
2023
Q2 		$594K Buy
3,029
+142
+5% +$28.1K 0.09% 158
2023
Q1 		$586K Buy
2,887
+226
+8% +$49.7K 0.11% 136
2022
Q4 		$576K Buy
2,661
+834
+46% +$190K 0.11% 137
2022
Q3 		$388K Buy
1,827
+447
+32% +$106K 0.09% 146
2022
Q2 		$334K Buy
1,380
+560
+68% +$141K 0.07% 161
2022
Q1 		$224K Buy
+820
New +$232K 0.04% 193

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

Legacy Advisors's MORN Position: Q1 2025 in Review

Legacy Advisors reduced its Morningstar (MORN) stake by 1.4% in Q1 2025, selling an estimated $13.2K and leaving 2,905 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #184.

Legacy Advisors first reported a position in MORN in Q1 2022 and has held it in 13 quarters since. The position peaked at $992K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Legacy Advisors held 2,905 shares of Morningstar worth $871K as of Q1 2025.
  • Legacy Advisors sold 42 Morningstar shares in Q1 2025, an estimated $13.2K.
  • Morningstar made up 0.09% of Legacy Advisors's portfolio in Q1 2025, its #184 holding.
  • Legacy Advisors first reported a position in Morningstar in Q1 2022 and has held it in 13 quarters since.
  • Legacy Advisors's Morningstar position peaked at $992K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.