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Stonegate Investment Group’s Morningstar MORN Stock Holding History

Stonegate Investment Group’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
Q1 		– Sell
-788
Closed -$265K – 415
2024
Q4 		$265K Buy
788
+24
+3% +$8.19K 0.01% 286
2024
Q3 		$244K Hold
764
– – 0.01% 309
2024
Q2 		$226K Buy
+764
New +$226K 0.01% 317
2022
Q1 		– Sell
-650
Closed -$222K – 311
2021
Q4 		$222K Buy
+650
New +$201K 0.01% 237

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stonegate Investment Group's MORN Position: Q1 2025 in Review

Stonegate Investment Group sold out of Morningstar (MORN) in Q1 2025, closing a stake of 788 shares — an estimated $265K sold.

Stonegate Investment Group first reported a position in MORN in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Stonegate Investment Group reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 788 Morningstar shares in Q1 2025, an estimated $265K.
  • Stonegate Investment Group first reported a position in Morningstar in Q4 2021 and held it in 4 quarters.
  • Stonegate Investment Group's Morningstar position peaked at $265K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Stonegate Investment Group's 13F filing for Q1 2025, filed 22 Apr 2025.