NED
MORN icon

Nancy E. Dempze’s Morningstar MORN Stock Holding History

Nancy E. Dempze’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
2026
Q1 		$253K Hold
1,494
– – 0.14% 81
2025
Q4 		$325K Hold
1,494
– – 0.17% 75
2025
Q3 		$347K Hold
1,494
– – 0.19% 71
2025
Q2 		$469K Hold
1,494
– – 0.27% 61
2025
Q1 		$448K Hold
1,494
– – 0.27% 65
2024
Q4 		$503K Sell
1,494
-1,000
-40% -$341K 0.29% 64
2024
Q3 		$796K Buy
+2,494
New +$775K 0.44% 54

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return