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ORG Partners’s Morningstar MORN Stock Holding History

ORG Partners’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 		$2.39K Buy
+11
New +$2.38K ﹤0.01% 1407

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ORG Partners's MORN Position: Q4 2025 in Review

ORG Partners opened a new position in Morningstar (MORN) in Q4 2025: 11 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings.

474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • ORG Partners held 11 shares of Morningstar worth $2.39K as of Q4 2025.
  • Morningstar was a new ORG Partners position in Q4 2025.
  • Morningstar made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1407 holding.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.