Mather Group’s Morningstar MORN Stock Holding History

Mather Group’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 Q2	–	Sell	-17	Closed	-$5.1K	–	1299
2025 Q1	$5.1K	Buy	+17	New	+$5.35K	﹤0.01%	1401
2024 Q2	–	Sell	-13	Closed	-$3.72K	–	2252
2024 Q1	$3.72K	Buy	+13	New	+$3.75K	﹤0.01%	1412

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mather Group's MORN Position: Q2 2025 in Review

Mather Group sold out of Morningstar (MORN) in Q2 2025, closing a stake of 17 shares — an estimated $5.1K sold.

Mather Group first reported a position in MORN in Q1 2024 and held it in 2 quarters. The position peaked at $5.1K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Mather Group reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Mather Group sold 17 Morningstar shares in Q2 2025, an estimated $5.1K.
Mather Group first reported a position in Morningstar in Q1 2024 and held it in 2 quarters.
Mather Group's Morningstar position peaked at $5.1K in Q1 2025.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.