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Natixis Advisors’s
Morningstar
MORN
Stock Holding History
Natixis Advisors’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
$2.45M
Buy
14,490
+779
+6%
+$145K
﹤0.01%
1040
2025
Q4
$2.98M
Buy
+13,711
New
+$2.97M
﹤0.01%
940
2015
Q2
–
Sell
-11,489
Closed
-$861K
–
1018
2015
Q1
$861K
Sell
11,489
-520
-4%
-$36.9K
0.02%
812
2014
Q4
$777K
Buy
12,009
+577
+5%
+$38.2K
0.01%
840
2014
Q3
$776K
Sell
11,432
-115
-1%
-$7.87K
0.02%
841
2014
Q2
$829K
Buy
11,547
+997
+9%
+$72.9K
0.01%
862
2014
Q1
$834K
Buy
10,550
+598
+6%
+$47.6K
0.01%
820
2013
Q4
$777K
Sell
9,952
-773
-7%
-$61.5K
0.01%
795
2013
Q3
$850K
Buy
10,725
+83
+0.8%
+$6.42K
0.02%
718
2013
Q2
$826K
Buy
+10,642
New
+$737K
0.02%
709
Other funds holding MORN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
New York
$121B AUM
33.93%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Los Angeles Capital Management
Los Angeles, California
$25.4B AUM
38.46%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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