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Petrus Trust Company’s Morningstar MORN Stock Holding History

Petrus Trust Company’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
-2,410
Closed -$757K – 396
2025
Q2 		$757K Buy
2,410
+868
+56% +$257K 0.08% 33
2025
Q1 		$462K Buy
1,542
+545
+55% +$172K 0.04% 231
2024
Q4 		$336K Buy
997
+294
+42% +$100K 0.03% 388
2024
Q3 		$224K Sell
703
-448
-39% -$139K 0.02% 494
2024
Q2 		$341K Hold
1,151
– – 0.03% 390
2024
Q1 		$355K Buy
+1,151
New +$332K 0.03% 363
2023
Q2 		– Sell
-1,153
Closed -$234K – 692
2023
Q1 		$234K Buy
+1,153
New +$254K 0.03% 415

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Petrus Trust Company's MORN Position: Q3 2025 in Review

Petrus Trust Company sold out of Morningstar (MORN) in Q3 2025, closing a stake of 2,410 shares — an estimated $757K sold.

Petrus Trust Company first reported a position in MORN in Q1 2023 and held it in 7 quarters. The position peaked at $757K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Petrus Trust Company reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,410 Morningstar shares in Q3 2025, an estimated $757K.
  • Petrus Trust Company first reported a position in Morningstar in Q1 2023 and held it in 7 quarters.
  • Petrus Trust Company's Morningstar position peaked at $757K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.