Parnassus Investments
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Parnassus Investments’s Morningstar MORN Stock Holding History

Parnassus Investments’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
-42,488
Closed -$9.86M – 145
2025
Q3 		$9.86M Sell
42,488
-467
-1% -$124K 0.02% 126
2025
Q2 		$13.5M Sell
42,955
-11,287
-21% -$3.34M 0.03% 120
2025
Q1 		$16.3M Sell
54,242
-15,869
-23% -$5M 0.04% 112
2024
Q4 		$23.6M Sell
70,111
-923
-1% -$315K 0.05% 103
2024
Q3 		$22.7M Hold
71,034
– – 0.05% 103
2024
Q2 		$21M Sell
71,034
-23,694
-25% -$7.01M 0.05% 107
2024
Q1 		$29.2M Hold
94,728
– – 0.06% 105
2023
Q4 		$27.1M Hold
94,728
– – 0.06% 100
2023
Q3 		$22.2M Hold
94,728
– – 0.05% 103
2023
Q2 		$18.6M Hold
94,728
– – 0.04% 106
2023
Q1 		$19.2M Buy
94,728
+34,518
+57% +$7.59M 0.05% 103
2022
Q4 		$13M Sell
60,210
-6,699
-10% -$1.53M 0.03% 118
2022
Q3 		$14.2M Hold
66,909
– – 0.04% 113
2022
Q2 		$16.2M Hold
66,909
– – 0.04% 114
2022
Q1 		$18.3M Sell
66,909
-25,537
-28% -$7.22M 0.04% 125
2021
Q4 		$31.6M Hold
92,446
– – 0.06% 106
2021
Q3 		$23.9M Hold
92,446
– – 0.05% 113
2021
Q2 		$23.8M Hold
92,446
– – 0.05% 108
2021
Q1 		$20.8M Sell
92,446
-15,195
-14% -$3.56M 0.05% 111
2020
Q4 		$24.9M Sell
107,641
-10,850
-9% -$2.16M 0.07% 91
2020
Q3 		$19M Sell
118,491
-42,821
-27% -$6.76M 0.06% 95
2020
Q2 		$22.7M Hold
161,312
– – 0.08% 92
2020
Q1 		$18.8M Buy
161,312
+42,651
+36% +$6.18M 0.08% 91
2019
Q4 		$18M Buy
+118,661
New +$18.2M 0.06% 91

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

Parnassus Investments's MORN Position: Q4 2025 in Review

Parnassus Investments sold out of Morningstar (MORN) in Q4 2025, closing a stake of 42,488 shares — an estimated $9.86M sold.

Parnassus Investments first reported a position in MORN in Q4 2019 and held it in 24 quarters. The position peaked at $31.6M in Q4 2021. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Parnassus Investments reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Parnassus Investments sold 42,488 Morningstar shares in Q4 2025, an estimated $9.86M.
  • Parnassus Investments first reported a position in Morningstar in Q4 2019 and held it in 24 quarters.
  • Parnassus Investments's Morningstar position peaked at $31.6M in Q4 2021.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Parnassus Investments's 13F filing for Q4 2025, filed 12 Feb 2026.