Polen Capital Management
MORN icon

Polen Capital Management’s Morningstar MORN Stock Holding History

Polen Capital 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 		– Sell
-3,534
Closed -$1.06M – 260
2025
Q1 		$1.06M Sell
3,534
-372
-10% -$117K ﹤0.01% 92
2024
Q4 		$1.32M Sell
3,906
-2,290
-37% -$782K ﹤0.01% 97
2024
Q3 		$1.98M Sell
6,196
-1,868
-23% -$580K 0.01% 88
2024
Q2 		$2.39M Sell
8,064
-1,267
-14% -$375K 0.01% 77
2024
Q1 		$2.88M Sell
9,331
-4,454
-32% -$1.28M 0.01% 77
2023
Q4 		$3.95M Sell
13,785
-276
-2% -$71.9K 0.01% 84
2023
Q3 		$3.29M Buy
14,061
+8,439
+150% +$1.91M 0.01% 79
2023
Q2 		$1.1M Buy
+5,622
New +$1.11M ﹤0.01% 91

Other funds holding MORN

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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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management's MORN Position: Q2 2025 in Review

Polen Capital Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 3,534 shares — an estimated $1.06M sold.

Polen Capital Management first reported a position in MORN in Q2 2023 and held it in 8 quarters. The position peaked at $3.95M in Q4 2023. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Polen Capital Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Polen Capital Management sold 3,534 Morningstar shares in Q2 2025, an estimated $1.06M.
  • Polen Capital Management first reported a position in Morningstar in Q2 2023 and held it in 8 quarters.
  • Polen Capital Management's Morningstar position peaked at $3.95M in Q4 2023.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.