Stephens Consulting’s Morningstar MORN Stock Holding History

Stephens Consulting’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	-3	Closed	-$942	–	873
2025 Q2	$942	Buy	+3	New	+$888	﹤0.01%	699

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stephens Consulting's MORN Position: Q3 2025 in Review

Stephens Consulting sold out of Morningstar (MORN) in Q3 2025, closing a stake of 3 shares — an estimated $942 sold.

Stephens Consulting first reported a position in MORN in Q2 2025 and held it in 1 quarter. The position peaked at $942 in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Stephens Consulting reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 3 Morningstar shares in Q3 2025, an estimated $942.
Stephens Consulting first reported a position in Morningstar in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Morningstar position peaked at $942 in Q2 2025.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.