MML Investors Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
8,938
-4,313
| -33% | -$801K | ﹤0.01% | 1483 |
|
|
2025
Q4 | $2.88M | Buy |
13,251
+5,047
| +62% | +$1.09M | 0.01% | 1179 |
|
|
2025
Q3 | $1.9M | Buy |
8,204
+2,171
| +36% | +$579K | 0.01% | 1351 |
|
|
2025
Q2 | $1.89M | Buy |
6,033
+516
| +9% | +$153K | 0.01% | 1278 |
|
|
2025
Q1 | $1.65M | Buy |
5,517
+422
| +8% | +$133K | 0.01% | 1281 |
|
|
2024
Q4 | $1.72M | Buy |
5,095
+815
| +19% | +$278K | 0.01% | 1200 |
|
|
2024
Q3 | $1.37M | Buy |
4,280
+281
| +7% | +$87.3K | 0.01% | 1309 |
|
|
2024
Q2 | $1.18M | Sell |
3,999
-1,771
| -31% | -$524K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $1.78M | Buy |
5,770
+544
| +10% | +$157K | 0.01% | 1098 |
|
|
2023
Q4 | $1.5M | Buy |
5,226
+1,524
| +41% | +$397K | 0.01% | 1146 |
|
|
2023
Q3 | $867K | Buy |
3,702
+528
| +17% | +$119K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $622K | Buy |
3,174
+1,028
| +48% | +$204K | ﹤0.01% | 1497 |
|
|
2023
Q1 | $436K | Sell |
2,146
-403
| -16% | -$88.6K | ﹤0.01% | 1471 |
|
|
2022
Q4 | $552K | Buy |
2,549
+210
| +9% | +$47.9K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $497K | Buy |
2,339
+88
| +4% | +$20.9K | ﹤0.01% | 1427 |
|
|
2022
Q2 | $544K | Buy |
2,251
+1,086
| +93% | +$274K | ﹤0.01% | 1367 |
|
|
2022
Q1 | $318K | Buy |
1,165
+266
| +30% | +$75.2K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $307K | Buy |
+899
| New | +$278K | ﹤0.01% | 1685 |
|
|
2021
Q1 | – | Sell |
-1,285
| Closed | -$298K | – | 1825 |
|
|
2020
Q4 | $298K | Sell |
1,285
-328
| -20% | -$65.2K | ﹤0.01% | 1393 |
|
|
2020
Q3 | $259K | Sell |
1,613
-134
| -8% | -$21.2K | ﹤0.01% | 1369 |
|
|
2020
Q2 | $246K | Sell |
1,747
-9
| -0.5% | -$1.27K | ﹤0.01% | 1311 |
|
|
2020
Q1 | $204K | Buy |
1,756
+3
| +0.2% | +$435 | ﹤0.01% | 1265 |
|
|
2019
Q4 | $265K | Sell |
1,753
-163
| -9% | -$25K | ﹤0.01% | 1304 |
|
|
2019
Q3 | $280K | Buy |
1,916
+156
| +9% | +$24K | ﹤0.01% | 1223 |
|
|
2019
Q2 | $255K | Buy |
1,760
+46
| +3% | +$6.35K | ﹤0.01% | 1378 |
|
|
2019
Q1 | $216K | Buy |
+1,714
| New | +$206K | ﹤0.01% | 1448 |
|
Other funds holding MORN
VPM
VCM
