Shelton Capital Management’s Morningstar MORN Stock Holding History

Shelton Capital 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	-970	Closed	-$225K	–	748
2025 Q3	$225K	Hold	970	–	–	﹤0.01%	635
2025 Q2	$305K	Hold	970	–	–	0.01%	479
2025 Q1	$291K	Sell	970 -68	-7%	-$21.4K	0.01%	485
2024 Q4	$350K	Hold	1,038	–	–	0.01%	445
2024 Q3	$331K	Hold	1,038	–	–	0.01%	460
2024 Q2	$307K	Sell	1,038 -62	-6%	-$18.4K	0.01%	478
2024 Q1	$339K	Sell	1,100 -39	-3%	-$11.2K	0.01%	479
2023 Q4	$326K	Buy	+1,139	New	+$297K	0.01%	458

Other funds holding MORN

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return