Motley Fool Wealth Management’s Morningstar MORN Stock Holding History

Motley Fool 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 Q3	–	Sell	-19,701	Closed	-$6.18M	–	131
2025 Q2	$6.18M	Sell	19,701 -2,082	-10%	-$616K	0.37%	85
2025 Q1	$6.53M	Sell	21,783 -1,948	-8%	-$613K	0.39%	86
2024 Q4	$7.94M	Sell	23,731 -734	-3%	-$251K	0.41%	83
2024 Q3	$7.81M	Sell	24,465 -343	-1%	-$107K	0.39%	89
2024 Q2	$7.34M	Buy	24,808 +1,022	+4%	+$303K	0.37%	84
2024 Q1	$7.34M	Sell	23,786 -223	-0.9%	-$64.2K	0.38%	81
2023 Q4	$6.85M	Sell	24,009 -226	-0.9%	-$58.9K	0.36%	85
2023 Q3	$5.67M	Buy	24,235 +58	+0.2%	+$13.1K	0.33%	89
2023 Q2	$4.74M	Buy	+24,177	New	+$4.79M	0.28%	91

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Motley Fool Wealth Management's MORN Position: Q3 2025 in Review

Motley Fool Wealth Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 19,701 shares — an estimated $6.18M sold.

Motley Fool Wealth Management first reported a position in MORN in Q2 2023 and held it in 9 quarters. The position peaked at $7.94M in Q4 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Motley Fool Wealth Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Motley Fool Wealth Management sold 19,701 Morningstar shares in Q3 2025, an estimated $6.18M.
Motley Fool Wealth Management first reported a position in Morningstar in Q2 2023 and held it in 9 quarters.
Motley Fool Wealth Management's Morningstar position peaked at $7.94M in Q4 2024.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Motley Fool Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.