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Scientech Research LLC’s Morningstar MORN Stock Holding History

Scientech Research LLC’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
Q4 		– Sell
-868
Closed -$201K – 694
2025
Q3 		$201K Sell
868
-675
-44% -$180K 0.07% 478
2025
Q2 		$484K Buy
+1,543
New +$457K 0.12% 346
2024
Q2 		– Sell
-3,283
Closed -$1.01M – 685
2024
Q1 		$1.01M Buy
+3,283
New +$946K 0.54% 20

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Morgan Stanley
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Select Equity Group
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Scientech Research LLC's MORN Position: Q4 2025 in Review

Scientech Research LLC sold out of Morningstar (MORN) in Q4 2025, closing a stake of 868 shares — an estimated $201K sold.

Scientech Research LLC first reported a position in MORN in Q1 2024 and held it in 3 quarters. The position peaked at $1.01M in Q1 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Scientech Research LLC reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Scientech Research LLC sold 868 Morningstar shares in Q4 2025, an estimated $201K.
  • Scientech Research LLC first reported a position in Morningstar in Q1 2024 and held it in 3 quarters.
  • Scientech Research LLC's Morningstar position peaked at $1.01M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Scientech Research LLC's 13F filing for Q4 2025, filed 17 Feb 2026.