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Precision Wealth Strategies’s Morningstar MORN Stock Holding History

Precision Wealth Strategies’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
-2,991
Closed -$939K – 193
2025
Q2 		$939K Buy
2,991
+199
+7% +$58.9K 0.3% 63
2025
Q1 		$837K Buy
2,792
+228
+9% +$71.8K 0.64% 26
2024
Q4 		$863K Buy
2,564
+65
+3% +$22.2K 0.67% 24
2024
Q3 		$797K Buy
2,499
+63
+3% +$19.6K 0.74% 24
2024
Q2 		$721K Buy
2,436
+313
+15% +$92.6K 0.74% 28
2024
Q1 		$655K Buy
2,123
+554
+35% +$160K 0.62% 30
2023
Q4 		$449K Buy
1,569
+31
+2% +$8.08K 0.44% 37
2023
Q3 		$360K Buy
1,538
+462
+43% +$104K 0.39% 43
2023
Q2 		$211K Buy
+1,076
New +$213K 0.35% 58
2023
Q1 		– Sell
-2,452
Closed -$531K – 98
2022
Q4 		$531K Sell
2,452
-44
-2% -$10K 0.55% 34
2022
Q3 		$536K Sell
2,496
-153
-6% -$36.4K 0.47% 42
2022
Q2 		$603K Buy
2,649
+200
+8% +$50.4K 0.47% 41
2022
Q1 		$669K Sell
2,449
-244
-9% -$69K 0.4% 49
2021
Q4 		$921K Buy
2,693
+273
+11% +$84.5K 0.66% 29
2021
Q3 		$627K Buy
2,420
+525
+28% +$138K 0.48% 46
2021
Q2 		$487K Buy
1,895
+248
+15% +$60.2K 0.42% 40
2021
Q1 		$371K Buy
1,647
+395
+32% +$92.6K 0.36% 43
2020
Q4 		$290K Buy
+1,252
New +$249K 0.31% 39

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Precision Wealth Strategies's MORN Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Morningstar (MORN) in Q3 2025, closing a stake of 2,991 shares — an estimated $939K sold.

Precision Wealth Strategies first reported a position in MORN in Q4 2020 and held it in 18 quarters. The position peaked at $939K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,991 Morningstar shares in Q3 2025, an estimated $939K.
  • Precision Wealth Strategies first reported a position in Morningstar in Q4 2020 and held it in 18 quarters.
  • Precision Wealth Strategies's Morningstar position peaked at $939K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.