M&G plc’s Morningstar MORN Stock Holding History

M&G plc’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
2026 Q1	$25.3M	Sell	149,783 -6,464	-4%	-$1.2M	0.13%	115
2025 Q4	$33.9M	Buy	156,247 +1,113	+0.7%	+$241K	0.17%	112
2025 Q3	$36M	Sell	155,134 -8,753	-5%	-$2.33M	0.19%	104
2025 Q2	$51.5M	Sell	163,887 -4,790	-3%	-$1.42M	0.28%	88
2025 Q1	$50.6M	Sell	168,677 -7,993	-5%	-$2.52M	0.24%	76
2024 Q4	$59.5M	Sell	176,670 -6,138	-3%	-$2.1M	0.37%	66
2024 Q3	$58.3M	Buy	182,808 +9,703	+6%	+$3.02M	0.21%	85
2024 Q2	$51.2M	Buy	173,105 +3,322	+2%	+$983K	0.2%	82
2024 Q1	$52.3M	Buy	+169,783	New	+$48.9M	0.2%	75

Other funds holding MORN

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

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

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

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

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