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MUFG Securities EMEA’s Morningstar MORN Stock Holding History

MUFG Securities EMEA’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
-18,000
Closed -$5.4M – 559
2025
Q1 		$5.4M Sell
18,000
-6,999
-28% -$2.2M 0.12% 84
2024
Q4 		$8.42M Sell
24,999
-1
-0% -$341 0.14% 109
2024
Q3 		$7.98M Buy
+25,000
New +$7.77M 0.29% 98
2021
Q2 		– Sell
-15,100
Closed -$3.4M – 369
2021
Q1 		$3.4M Sell
15,100
-10,900
-42% -$2.55M 0.03% 252
2020
Q4 		$6.02M Buy
+26,000
New +$5.16M 0.05% 195
2020
Q3 		– Sell
-41,100
Closed -$5.79M – 436
2020
Q2 		$5.79M Buy
41,100
+37,300
+982% +$5.27M 0.05% 203
2020
Q1 		$442K Sell
3,800
-5,689
-60% -$824K ﹤0.01% 370
2019
Q4 		$1.44M Buy
+9,489
New +$1.46M 0.01% 401

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MUFG Securities EMEA's MORN Position: Q2 2025 in Review

MUFG Securities EMEA sold out of Morningstar (MORN) in Q2 2025, closing a stake of 18,000 shares — an estimated $5.4M sold.

MUFG Securities EMEA first reported a position in MORN in Q4 2019 and held it in 8 quarters. The position peaked at $8.42M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • MUFG Securities EMEA reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • MUFG Securities EMEA sold 18,000 Morningstar shares in Q2 2025, an estimated $5.4M.
  • MUFG Securities EMEA first reported a position in Morningstar in Q4 2019 and held it in 8 quarters.
  • MUFG Securities EMEA's Morningstar position peaked at $8.42M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on MUFG Securities EMEA's 13F filing for Q2 2025, filed 5 Aug 2025.