Pineridge Advisors’s Morningstar MORN Stock Holding History

Pineridge Advisors’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	-7	Closed	-$2.2K	–	534
2025 Q2	$2.2K	Hold	7	–	–	﹤0.01%	409
2025 Q1	$2.1K	Buy	+7	New	+$2.2K	﹤0.01%	408

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

Pineridge Advisors's MORN Position: Q3 2025 in Review

Pineridge Advisors sold out of Morningstar (MORN) in Q3 2025, closing a stake of 7 shares — an estimated $2.2K sold.

Pineridge Advisors first reported a position in MORN in Q1 2025 and held it in 2 quarters. The position peaked at $2.2K in Q2 2025. 450 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Pineridge Advisors reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 7 Morningstar shares in Q3 2025, an estimated $2.2K.
Pineridge Advisors first reported a position in Morningstar in Q1 2025 and held it in 2 quarters.
Pineridge Advisors's Morningstar position peaked at $2.2K in Q2 2025.
450 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.