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Tribune Investment Group’s Morningstar MORN Stock Holding History

Tribune 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
Q3 		– Sell
-28,000
Closed -$8.79M – 32
2025
Q2 		$8.79M Sell
28,000
-8,000
-22% -$2.37M 4.33% 13
2025
Q1 		$10.8M Buy
36,000
+20,000
+125% +$6.3M 4.64% 5
2024
Q4 		$5.39M Buy
+16,000
New +$5.46M 3.02% 14

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Tribune Investment Group's MORN Position: Q3 2025 in Review

Tribune Investment Group sold out of Morningstar (MORN) in Q3 2025, closing a stake of 28,000 shares — an estimated $8.79M sold.

Tribune Investment Group first reported a position in MORN in Q4 2024 and held it in 3 quarters. The position peaked at $10.8M in Q1 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Tribune Investment Group reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Tribune Investment Group sold 28,000 Morningstar shares in Q3 2025, an estimated $8.79M.
  • Tribune Investment Group first reported a position in Morningstar in Q4 2024 and held it in 3 quarters.
  • Tribune Investment Group's Morningstar position peaked at $10.8M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Tribune Investment Group's 13F filing for Q3 2025, filed 13 Nov 2025.