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MORN icon

Natixis’s Morningstar MORN Stock Holding History

Natixis’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
-12,948
Closed -$4.06M – 1167
2025
Q2 		$4.06M Sell
12,948
-17,933
-58% -$5.31M 0.02% 381
2025
Q1 		$9.17M Buy
30,881
+14,979
+94% +$4.72M 0.05% 238
2024
Q4 		$5.36M Sell
15,902
-16,000
-50% -$5.46M 0.03% 331
2024
Q3 		$10.2M Buy
31,902
+2,902
+10% +$902K 0.06% 218
2024
Q2 		$8.58M Hold
29,000
– – 0.05% 220
2024
Q1 		$8.94M Buy
29,000
+2,000
+7% +$576K 0.05% 250
2023
Q4 		$7.73M Buy
27,000
+14,943
+124% +$3.89M 0.06% 250
2023
Q3 		$2.82M Sell
12,057
-36,943
-75% -$8.34M 0.02% 353
2023
Q2 		$9.61M Buy
+49,000
New +$9.7M 0.08% 199
2023
Q1 		– Sell
-13,800
Closed -$2.99M – 1118
2022
Q4 		$2.99M Buy
13,800
+5,800
+73% +$1.32M 0.02% 469
2022
Q3 		$1.7M Buy
+8,000
New +$1.9M 0.01% 646
2022
Q2 		– Sell
-33,100
Closed -$9.04M – 1277
2022
Q1 		$9.04M Buy
33,100
+24,000
+264% +$6.78M 0.03% 430
2021
Q4 		$3.11M Hold
9,100
– – 0.01% 662
2021
Q3 		$2.36M Sell
9,100
-9,600
-51% -$2.52M 0.01% 694
2021
Q2 		$4.81M Buy
18,700
+5,900
+46% +$1.43M 0.02% 389
2021
Q1 		$2.88M Buy
+12,800
New +$3M 0.01% 620
2019
Q2 		– Sell
-9,052
Closed -$1.13M – 846
2019
Q1 		$1.13M Buy
+9,052
New +$1.09M 0.01% 569

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Natixis's MORN Position: Q3 2025 in Review

Natixis sold out of Morningstar (MORN) in Q3 2025, closing a stake of 12,948 shares — an estimated $4.06M sold.

Natixis first reported a position in MORN in Q1 2019 and held it in 17 quarters. The position peaked at $10.2M in Q3 2024. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Natixis reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Natixis sold 12,948 Morningstar shares in Q3 2025, an estimated $4.06M.
  • Natixis first reported a position in Morningstar in Q1 2019 and held it in 17 quarters.
  • Natixis's Morningstar position peaked at $10.2M in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Natixis's 13F filing for Q3 2025, filed 14 Nov 2025.