MAI Capital Management’s Morningstar MORN Stock Holding History

MAI Capital Management’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 Q3	$42.5K	Sell
2025 Q2	$70.9K	Buy
2025 Q1	$45.9K	Buy
2024 Q4	$37.4K	Buy
2024 Q3	–	Sell
2024 Q2	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$256K	Buy
2022 Q1	$271K	Buy
2021 Q4	$324K	Buy
2021 Q3	$234K	Buy