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Morningstar Investment Management’s Citigroup C Stock Holding History

Morningstar Investment Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68,112
Closed -$6.91M – 344
2025
Q3 		$6.91M Buy
68,112
+61,504
+931% +$5.84M 0.25% 99
2025
Q2 		$562K Buy
+6,608
New +$478K 0.05% 109
2025
Q1 		– Sell
-7,324
Closed -$516K – 96
2024
Q4 		$516K Sell
7,324
-17,080
-70% -$1.15M 0.04% 125
2024
Q3 		$1.61M Sell
24,404
-14,406
-37% -$891K 0.16% 58
2024
Q2 		$2.46M Sell
38,810
-9,656
-20% -$595K 0.26% 44
2024
Q1 		$3.06M Sell
48,466
-2,662
-5% -$148K 0.33% 37
2023
Q4 		$2.63M Buy
+51,128
New +$2.26M 0.3% 43

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's C Position: Q4 2025 in Review

Morningstar Investment Management sold out of Citigroup (C) in Q4 2025, closing a stake of 68,112 shares — an estimated $6.91M sold.

Morningstar Investment Management first reported a position in C in Q4 2023 and held it in 7 quarters. The position peaked at $6.91M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Morningstar Investment Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 68,112 Citigroup shares in Q4 2025, an estimated $6.91M.
  • Morningstar Investment Management first reported a position in Citigroup in Q4 2023 and held it in 7 quarters.
  • Morningstar Investment Management's Citigroup position peaked at $6.91M in Q3 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.