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Parkworth Wealth Management’s Morningstar MORN Stock Holding History

Parkworth Wealth Management’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
Q2 		$628 Buy
2
+1
+100% +$296 ﹤0.01% 564
2025
Q1 		$300 Hold
1
– – ﹤0.01% 592
2024
Q4 		$337 Buy
+1
New +$341 ﹤0.01% 561

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkworth Wealth Management's MORN Position: Q2 2025 in Review

Parkworth Wealth Management increased its Morningstar (MORN) stake by 100% in Q2 2025, buying an estimated $296 and bringing the position to 2 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Parkworth Wealth Management first reported a position in MORN in Q4 2024 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Morningstar worth $628 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Morningstar share in Q2 2025, an estimated $296.
  • Morningstar made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #564 holding.
  • Parkworth Wealth Management first reported a position in Morningstar in Q4 2024 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.