Naviter Wealth’s Morningstar MORN Stock Holding History

Naviter Wealth’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 Q4	–	Sell	-1,540	Closed	-$357K	–	283
2025 Q3	$357K	Hold	1,540	–	–	0.04%	221
2025 Q2	$483K	Hold	1,540	–	–	0.06%	194
2025 Q1	$456K	Hold	1,540	–	–	0.06%	208
2024 Q4	$519K	Buy	+1,540	New	+$526K	0.06%	202

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naviter Wealth's MORN Position: Q4 2025 in Review

Naviter Wealth sold out of Morningstar (MORN) in Q4 2025, closing a stake of 1,540 shares — an estimated $357K sold.

Naviter Wealth first reported a position in MORN in Q4 2024 and held it in 4 quarters. The position peaked at $519K in Q4 2024. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Naviter Wealth reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Naviter Wealth sold 1,540 Morningstar shares in Q4 2025, an estimated $357K.
Naviter Wealth first reported a position in Morningstar in Q4 2024 and held it in 4 quarters.
Naviter Wealth's Morningstar position peaked at $519K in Q4 2024.
473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.