Select Equity Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108M | Sell |
637,723
-884,769
| -58% | -$164M | 0.57% | 44 |
|
|
2025
Q4 | $331M | Sell |
1,522,492
-581,210
| -28% | -$126M | 1.54% | 22 |
|
|
2025
Q3 | $488M | Buy |
2,103,702
+990,401
| +89% | +$264M | 2.09% | 21 |
|
|
2025
Q2 | $349M | Sell |
1,113,301
-59,266
| -5% | -$17.5M | 1.49% | 24 |
|
|
2025
Q1 | $352M | Sell |
1,172,567
-201,868
| -15% | -$63.6M | 1.57% | 25 |
|
|
2024
Q4 | $463M | Sell |
1,374,435
-384,886
| -22% | -$131M | 1.89% | 20 |
|
|
2024
Q3 | $561M | Sell |
1,759,321
-675,017
| -28% | -$210M | 2.05% | 16 |
|
|
2024
Q2 | $720M | Sell |
2,434,338
-160,556
| -6% | -$47.5M | 2.86% | 12 |
|
|
2024
Q1 | $800M | Sell |
2,594,894
-389,133
| -13% | -$112M | 2.89% | 12 |
|
|
2023
Q4 | $854M | Sell |
2,984,027
-614,881
| -17% | -$160M | 3.15% | 9 |
|
|
2023
Q3 | $843M | Sell |
3,598,908
-338,726
| -9% | -$76.5M | 3.48% | 8 |
|
|
2023
Q2 | $772M | Buy |
3,937,634
+37,544
| +1% | +$7.43M | 2.9% | 11 |
|
|
2023
Q1 | $792M | Sell |
3,900,090
-45,691
| -1% | -$10M | 2.99% | 9 |
|
|
2022
Q4 | $855M | Sell |
3,945,781
-59,237
| -1% | -$13.5M | 3.32% | 7 |
|
|
2022
Q3 | $850M | Sell |
4,005,018
-92,804
| -2% | -$22.1M | 3.52% | 8 |
|
|
2022
Q2 | $991M | Sell |
4,097,822
-39,497
| -1% | -$9.95M | 3.7% | 7 |
|
|
2022
Q1 | $1.13B | Sell |
4,137,319
-712,969
| -15% | -$201M | 3.68% | 5 |
|
|
2021
Q4 | $1.66B | Buy |
4,850,288
+688,048
| +17% | +$213M | 4.92% | 2 |
|
|
2021
Q3 | $1.08B | Buy |
4,162,240
+525,245
| +14% | +$138M | 3.62% | 7 |
|
|
2021
Q2 | $935M | Buy |
3,636,995
+567,896
| +19% | +$138M | 3.2% | 7 |
|
|
2021
Q1 | $691M | Buy |
3,069,099
+833,192
| +37% | +$195M | 2.52% | 11 |
|
|
2020
Q4 | $518M | Buy |
2,235,907
+1,661,332
| +289% | +$330M | 2.13% | 20 |
|
|
2020
Q3 | $92.3M | Buy |
574,575
+96,914
| +20% | +$15.3M | 0.46% | 52 |
|
|
2020
Q2 | $67.3M | Buy |
477,661
+16,798
| +4% | +$2.37M | 0.39% | 57 |
|
|
2020
Q1 | $53.6M | Buy |
460,863
+225,632
| +96% | +$32.7M | 0.38% | 60 |
|
|
2019
Q4 | $35.6M | Buy |
235,231
+93,339
| +66% | +$14.3M | 0.24% | 68 |
|
|
2019
Q3 | $20.7M | Buy |
141,892
+9,281
| +7% | +$1.43M | 0.15% | 81 |
|
|
2019
Q2 | $19.2M | Buy |
+132,611
| New | +$18.3M | 0.14% | 81 |
|
Other funds holding MORN
VPM
VCM
