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Tortoise Investment Management’s Morningstar MORN Stock Holding History

Tortoise 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
Q4 		– Sell
-5
Closed -$1.16K – 963
2025
Q3 		$1.16K Sell
5
-8
-62% -$2.13K ﹤0.01% 1011
2025
Q2 		$4.08K Buy
13
+4
+44% +$1.18K ﹤0.01% 679
2025
Q1 		$2.7K Hold
9
– – ﹤0.01% 684
2024
Q4 		$3.03K Hold
9
– – ﹤0.01% 724
2024
Q3 		$2.87K Hold
9
– – ﹤0.01% 739
2024
Q2 		$2.66K Hold
9
– – ﹤0.01% 743
2024
Q1 		$2.77K Buy
+9
New +$2.59K ﹤0.01% 734

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

Tortoise Investment Management's MORN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 5 shares — an estimated $1.16K sold.

Tortoise Investment Management first reported a position in MORN in Q1 2024 and held it in 7 quarters. The position peaked at $4.08K in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Tortoise Investment Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 Morningstar shares in Q4 2025, an estimated $1.16K.
  • Tortoise Investment Management first reported a position in Morningstar in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's Morningstar position peaked at $4.08K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.