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 Q2	–	Sell	-2,905	Closed	-$871K	–	257
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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return