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Sea Cliff Partners Management’s Morningstar MORN Stock Holding History

Sea Cliff Partners 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
Q4 		– Sell
-26,000
Closed -$6.03M – 17
2025
Q3 		$6.03M Buy
26,000
+2,000
+8% +$533K 2.31% 15
2025
Q2 		$7.53M Buy
+24,000
New +$7.1M 2.57% 15

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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

Sea Cliff Partners Management's MORN Position: Q4 2025 in Review

Sea Cliff Partners Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 26,000 shares — an estimated $6.03M sold.

Sea Cliff Partners Management first reported a position in MORN in Q2 2025 and held it in 2 quarters. The position peaked at $7.53M in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Sea Cliff Partners Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Sea Cliff Partners Management sold 26,000 Morningstar shares in Q4 2025, an estimated $6.03M.
  • Sea Cliff Partners Management first reported a position in Morningstar in Q2 2025 and held it in 2 quarters.
  • Sea Cliff Partners Management's Morningstar position peaked at $7.53M in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Sea Cliff Partners Management's 13F filing for Q4 2025, filed 17 Feb 2026.