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Simon Quick Advisors’s Morningstar MORN Stock Holding History

Simon Quick Advisors’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
-2,579
Closed -$598K – 422
2025
Q3 		$598K Buy
2,579
+67
+3% +$17.9K 0.03% 247
2025
Q2 		$789K Sell
2,512
-1,043
-29% -$309K 0.04% 207
2025
Q1 		$1.07M Buy
3,555
+215
+6% +$67.7K 0.06% 163
2024
Q4 		$1.12M Sell
3,340
-22
-0.7% -$7.51K 0.07% 136
2024
Q3 		$1.07M Sell
3,362
-544
-14% -$169K 0.07% 144
2024
Q2 		$1.16M Buy
3,906
+1,372
+54% +$406K 0.08% 116
2024
Q1 		$781K Hold
2,534
– – 0.06% 148
2023
Q4 		$725K Sell
2,534
-780
-24% -$203K 0.06% 135
2023
Q3 		$776K Buy
3,314
+880
+36% +$199K 0.07% 130
2023
Q2 		$477K Sell
2,434
-352
-13% -$69.7K 0.04% 161
2023
Q1 		$566K Buy
2,786
+1,462
+110% +$321K 0.06% 142
2022
Q4 		$287K Buy
+1,324
New +$302K 0.03% 182
2022
Q2 		– Sell
-163
Closed -$45K – 319
2022
Q1 		$45K Sell
163
-100
-38% -$28.3K 0.01% 222
2021
Q4 		$90K Sell
263
-319
-55% -$98.7K 0.02% 175
2021
Q3 		$150K Buy
582
+420
+259% +$110K 0.04% 137
2021
Q2 		$41K Hold
162
– – 0.01% 279
2021
Q1 		$36K Hold
162
– – 0.01% 303
2020
Q4 		$38K Buy
162
+113
+231% +$22.4K 0.01% 270
2020
Q3 		$8K Sell
49
-50
-51% -$7.9K ﹤0.01% 340
2020
Q2 		$14K Buy
+99
New +$14K 0.01% 310

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
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

Simon Quick Advisors's MORN Position: Q4 2025 in Review

Simon Quick Advisors sold out of Morningstar (MORN) in Q4 2025, closing a stake of 2,579 shares — an estimated $598K sold.

Simon Quick Advisors first reported a position in MORN in Q2 2020 and held it in 20 quarters. The position peaked at $1.16M in Q2 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Simon Quick Advisors reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,579 Morningstar shares in Q4 2025, an estimated $598K.
  • Simon Quick Advisors first reported a position in Morningstar in Q2 2020 and held it in 20 quarters.
  • Simon Quick Advisors's Morningstar position peaked at $1.16M in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.