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Lindbrook Capital’s Morningstar MORN Stock Holding History

Lindbrook Capital’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 		$66.9K Buy
223
+150
+205% +$47.2K 0.01% 863
2024
Q4 		$24.6K Sell
73
-6
-8% -$2.05K ﹤0.01% 1161
2024
Q3 		$25.2K Buy
79
+27
+52% +$8.39K ﹤0.01% 1164
2024
Q2 		$15.4K Hold
52
– – ﹤0.01% 1398
2024
Q1 		$16K Hold
52
– – ﹤0.01% 1328
2023
Q4 		$14.9K Sell
52
-2
-4% -$521 ﹤0.01% 1340
2023
Q3 		$12.6K Sell
54
-6
-10% -$1.35K ﹤0.01% 1290
2023
Q2 		$11.8K Buy
60
+47
+362% +$9.31K ﹤0.01% 1368
2023
Q1 		$2.64K Buy
13
+9
+225% +$1.98K ﹤0.01% 2121
2022
Q4 		$866 Buy
+4
New +$912 ﹤0.01% 2490
2022
Q3 		– Sell
-12
Closed -$3K – 2805
2022
Q2 		$3K Sell
12
-4
-25% -$1.01K ﹤0.01% 1808
2022
Q1 		$4K Buy
16
+9
+129% +$2.54K ﹤0.01% 1717
2021
Q4 		$2K Hold
7
– – ﹤0.01% 1797
2021
Q3 		$2K Hold
7
– – ﹤0.01% 1568
2021
Q2 		$2K Hold
7
– – ﹤0.01% 1612
2021
Q1 		$2K Buy
+7
New +$1.64K ﹤0.01% 1569

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 $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's MORN Position: Q1 2025 in Review

Lindbrook Capital increased its Morningstar (MORN) stake by 205% in Q1 2025, buying an estimated $47.2K and bringing the position to 223 shares worth $66.9K. The position accounts for 0.01% of the portfolio, ranked #863.

Lindbrook Capital first reported a position in MORN in Q1 2021 and has held it in 16 quarters since. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Lindbrook Capital held 223 shares of Morningstar worth $66.9K as of Q1 2025.
  • Lindbrook Capital bought 150 Morningstar shares in Q1 2025, an estimated $47.2K.
  • Morningstar made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #863 holding.
  • Lindbrook Capital first reported a position in Morningstar in Q1 2021 and has held it in 16 quarters since.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.