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Summit Wealth Group (Colorado)’s Morningstar MORN Stock Holding History

Summit Wealth Group (Colorado)’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
-3,683
Closed -$863K – 479
2025
Q3 		$863K Buy
+3,683
New +$982K 0.09% 189

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

Summit Wealth Group (Colorado)'s MORN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Morningstar (MORN) in Q4 2025, closing a stake of 3,683 shares — an estimated $863K sold.

Summit Wealth Group (Colorado) first reported a position in MORN in Q3 2025 and held it in 1 quarter. The position peaked at $863K in Q3 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,683 Morningstar shares in Q4 2025, an estimated $863K.
  • Summit Wealth Group (Colorado) first reported a position in Morningstar in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Morningstar position peaked at $863K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.