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SW Investment Management’s Morningstar MORN Stock Holding History

SW Investment 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
Q2 		– Sell
-20,000
Closed -$6M – 9
2025
Q1 		$6M Hold
20,000
– – 1.88% 8
2024
Q4 		$6.74M Buy
+20,000
New +$6.83M 1.58% 11

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
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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SW Investment Management's MORN Position: Q2 2025 in Review

SW Investment Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 20,000 shares — an estimated $6M sold.

SW Investment Management first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $6.74M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • SW Investment Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • SW Investment Management sold 20,000 Morningstar shares in Q2 2025, an estimated $6M.
  • SW Investment Management first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
  • SW Investment Management's Morningstar position peaked at $6.74M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on SW Investment Management's 13F filing for Q2 2025, filed 25 Jul 2025.