Nebula Research & Development’s Morningstar MORN Stock Holding History

Nebula Research & Development’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	-1,448	Closed	-$455K	–	539
2025 Q2	$455K	Sell	1,448 -4,834	-77%	-$1.43M	0.04%	661
2025 Q1	$1.88M	Buy	+6,282	New	+$1.98M	0.17%	181
2024 Q4	–	Sell	-1,327	Closed	-$423K	–	1033
2024 Q3	$423K	Buy	+1,327	New	+$412K	0.05%	599
2024 Q1	–	Sell	-2,608	Closed	-$747K	–	900
2023 Q4	$747K	Buy	+2,608	New	+$680K	0.23%	128
2023 Q2	–	Sell	-1,594	Closed	-$324K	–	411
2023 Q1	$324K	Buy	+1,594	New	+$350K	0.57%	3

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Nebula Research & Development's MORN Position: Q3 2025 in Review

Nebula Research & Development sold out of Morningstar (MORN) in Q3 2025, closing a stake of 1,448 shares — an estimated $455K sold.

Nebula Research & Development first reported a position in MORN in Q1 2023 and held it in 5 quarters. The position peaked at $1.88M in Q1 2025. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Nebula Research & Development reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 1,448 Morningstar shares in Q3 2025, an estimated $455K.
Nebula Research & Development first reported a position in Morningstar in Q1 2023 and held it in 5 quarters.
Nebula Research & Development's Morningstar position peaked at $1.88M in Q1 2025.
450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.