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Seeds Investor’s Morningstar MORN Stock Holding History

Seeds Investor’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
-972
Closed -$305K – 269
2025
Q2 		$305K Sell
972
-648
-40% -$192K 0.07% 176
2025
Q1 		$486K Sell
1,620
-642
-28% -$202K 0.14% 106
2024
Q4 		$762K Sell
2,262
-8
-0.4% -$2.73K 0.22% 70
2024
Q3 		$724K Sell
2,270
-61
-3% -$19K 0.27% 71
2024
Q2 		$690K Sell
2,331
-85
-4% -$25.2K 0.35% 56
2024
Q1 		$745K Sell
2,416
-880
-27% -$253K 0.69% 39
2023
Q4 		$943K Buy
+3,296
New +$859K 1.07% 12

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

Seeds Investor's MORN Position: Q3 2025 in Review

Seeds Investor sold out of Morningstar (MORN) in Q3 2025, closing a stake of 972 shares — an estimated $305K sold.

Seeds Investor first reported a position in MORN in Q4 2023 and held it in 7 quarters. The position peaked at $943K in Q4 2023. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Seeds Investor reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Seeds Investor sold 972 Morningstar shares in Q3 2025, an estimated $305K.
  • Seeds Investor first reported a position in Morningstar in Q4 2023 and held it in 7 quarters.
  • Seeds Investor's Morningstar position peaked at $943K in Q4 2023.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Seeds Investor's 13F filing for Q3 2025, filed 12 Nov 2025.