Transce3nd’s Morningstar MORN Stock Holding History

Transce3nd’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	-5	Closed	-$1.57K	–	764
2025 Q2	$1.57K	Hold	5	–	–	﹤0.01%	923
2025 Q1	$1.5K	Buy	+5	New	+$1.57K	﹤0.01%	899

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 $3.37T AUM 44.26% 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

Transce3nd's MORN Position: Q3 2025 in Review

Transce3nd sold out of Morningstar (MORN) in Q3 2025, closing a stake of 5 shares — an estimated $1.57K sold.

Transce3nd first reported a position in MORN in Q1 2025 and held it in 2 quarters. The position peaked at $1.57K in Q2 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

Transce3nd reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 5 Morningstar shares in Q3 2025, an estimated $1.57K.
Transce3nd first reported a position in Morningstar in Q1 2025 and held it in 2 quarters.
Transce3nd's Morningstar position peaked at $1.57K in Q2 2025.
451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.