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Praesidium Investment Management Company’s Morningstar MORN Stock Holding History

Praesidium Investment Management 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
Q2 		– Sell
-101,472
Closed -$30.4M – 14
2025
Q1 		$30.4M Buy
101,472
+11,414
+13% +$3.59M 5.69% 10
2024
Q4 		$30.3M Sell
90,058
-8,708
-9% -$2.97M 5.09% 9
2024
Q3 		$31.5M Hold
98,766
– – 5.29% 10
2024
Q2 		$29.2M Sell
98,766
-41,426
-30% -$12.3M 5.56% 10
2024
Q1 		$43.2M Sell
140,192
-37,003
-21% -$10.7M 6.38% 8
2023
Q4 		$50.7M Sell
177,195
-23,555
-12% -$6.14M 6.26% 10
2023
Q3 		$47M Sell
200,750
-73,320
-27% -$16.6M 6.06% 9
2023
Q2 		$53.7M Sell
274,070
-27,770
-9% -$5.5M 4.88% 13
2023
Q1 		$61.3M Buy
301,840
+3,164
+1% +$696K 5.54% 11
2022
Q4 		$64.7M Sell
298,676
-28,608
-9% -$6.52M 6.57% 8
2022
Q3 		$69.5M Buy
327,284
+29,332
+10% +$6.98M 6.78% 8
2022
Q2 		$72.1M Buy
297,952
+72,513
+32% +$18.3M 6.29% 8
2022
Q1 		$61.6M Sell
225,439
-1,073
-0.5% -$303K 4.29% 12
2021
Q4 		$77.5M Sell
226,512
-17,355
-7% -$5.37M 4.35% 11
2021
Q3 		$63.2M Buy
243,867
+8,855
+4% +$2.33M 3.5% 11
2021
Q2 		$60.4M Buy
+235,012
New +$57M 3.22% 12

Other funds holding MORN

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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

Praesidium Investment Management Company's MORN Position: Q2 2025 in Review

Praesidium Investment Management Company sold out of Morningstar (MORN) in Q2 2025, closing a stake of 101,472 shares — an estimated $30.4M sold.

Praesidium Investment Management Company first reported a position in MORN in Q2 2021 and held it in 16 quarters. The position peaked at $77.5M in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Praesidium Investment Management Company reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Praesidium Investment Management Company sold 101,472 Morningstar shares in Q2 2025, an estimated $30.4M.
  • Praesidium Investment Management Company first reported a position in Morningstar in Q2 2021 and held it in 16 quarters.
  • Praesidium Investment Management Company's Morningstar position peaked at $77.5M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Praesidium Investment Management Company's 13F filing for Q2 2025, filed 14 Aug 2025.