MGWM
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Marks Group Wealth Management’s Morningstar MORN Stock Holding History

Marks Group Wealth 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
Q4 		– Sell
-22,767
Closed -$5.28M – 338
2025
Q3 		$5.28M Sell
22,767
-3,211
-12% -$856K 0.49% 82
2025
Q2 		$8.16M Buy
25,978
+157
+0.6% +$46.5K 0.76% 66
2025
Q1 		$7.74M Buy
25,821
+560
+2% +$176K 0.75% 65
2024
Q4 		$8.51M Buy
25,261
+171
+0.7% +$58.4K 0.84% 44
2024
Q3 		$8.01M Buy
25,090
+423
+2% +$131K 0.76% 68
2024
Q2 		$7.3M Buy
24,667
+318
+1% +$94.1K 0.77% 62
2024
Q1 		$7.51M Buy
24,349
+325
+1% +$93.6K 0.78% 57
2023
Q4 		$6.88M Sell
24,024
-214
-0.9% -$55.8K 0.78% 57
2023
Q3 		$5.68M Sell
24,238
-458
-2% -$103K 0.7% 65
2023
Q2 		$4.84M Sell
24,696
-26
-0.1% -$5.15K 0.58% 76
2023
Q1 		$5.02M Buy
24,722
+8,372
+51% +$1.84M 0.64% 69
2022
Q4 		$3.54M Sell
16,350
-180
-1% -$41K 0.48% 82
2022
Q3 		$3.51M Buy
16,530
+344
+2% +$81.8K 0.53% 73
2022
Q2 		$3.91M Sell
16,186
-369
-2% -$93K 0.56% 74
2022
Q1 		$4.52M Buy
16,555
+810
+5% +$229K 0.57% 72
2021
Q4 		$5.36M Sell
15,745
-262
-2% -$81.1K 0.65% 65
2021
Q3 		$4.15M Sell
16,007
-289
-2% -$75.9K 0.56% 73
2021
Q2 		$4.2M Sell
16,296
-255
-2% -$61.9K 0.58% 80
2021
Q1 		$3.73M Buy
16,551
+63
+0.4% +$14.8K 0.55% 86
2020
Q4 		$3.82M Buy
16,488
+419
+3% +$83.2K 0.59% 75
2020
Q3 		$2.58M Buy
16,069
+700
+5% +$111K 0.47% 94
2020
Q2 		$2.18M Buy
15,369
+5,968
+63% +$843K 0.44% 97
2020
Q1 		$1.1M Buy
9,401
+621
+7% +$90K 0.28% 114
2019
Q4 		$1.33M Buy
+8,780
New +$1.35M 0.26% 124

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marks Group Wealth Management's MORN Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 22,767 shares — an estimated $5.28M sold.

Marks Group Wealth Management first reported a position in MORN in Q4 2019 and held it in 24 quarters. The position peaked at $8.51M in Q4 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 22,767 Morningstar shares in Q4 2025, an estimated $5.28M.
  • Marks Group Wealth Management first reported a position in Morningstar in Q4 2019 and held it in 24 quarters.
  • Marks Group Wealth Management's Morningstar position peaked at $8.51M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.