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LGT Financial Advisors’s Morningstar MORN Stock Holding History

LGT Financial 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 		– Sell
-23
Closed -$7.75K – 570
2024
Q4 		$7.75K Hold
23
– – 0.02% 485
2024
Q3 		$7.34K Hold
23
– – 0.02% 464
2024
Q2 		$6.8K Hold
23
– – 0.01% 544
2024
Q1 		$7.09K Hold
23
– – 0.01% 550
2023
Q4 		$6.58K Sell
23
-1
-4% -$261 0.01% 567
2023
Q3 		$5.62K Buy
+24
New +$5.42K 0.01% 588

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

LGT Financial Advisors's MORN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Morningstar (MORN) in Q1 2025, closing a stake of 23 shares — an estimated $7.75K sold.

LGT Financial Advisors first reported a position in MORN in Q3 2023 and held it in 6 quarters. The position peaked at $7.75K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 23 Morningstar shares in Q1 2025, an estimated $7.75K.
  • LGT Financial Advisors first reported a position in Morningstar in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Morningstar position peaked at $7.75K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.