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United Services Automobile Association’s Morningstar MORN Stock Holding History

United Services Automobile Association’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
-1,765
Closed -$523K – 644
2025
Q1 		$523K Buy
+1,765
New +$556K 0.02% 517
2019
Q3 		– Sell
-2,851
Closed -$412K – 1234
2019
Q2 		$412K Sell
2,851
-1,692
-37% -$234K ﹤0.01% 1706
2019
Q1 		$572K Sell
4,543
-1,509
-25% -$181K ﹤0.01% 1577
2018
Q4 		$665K Buy
6,052
+268
+5% +$31.4K ﹤0.01% 1424
2018
Q3 		$728K Buy
5,784
+1,587
+38% +$214K ﹤0.01% 1502
2018
Q2 		$538K Buy
4,197
+1,346
+47% +$154K ﹤0.01% 1654
2018
Q1 		$272K Buy
+2,851
New +$274K ﹤0.01% 1938

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Services Automobile Association's MORN Position: Q2 2025 in Review

United Services Automobile Association sold out of Morningstar (MORN) in Q2 2025, closing a stake of 1,765 shares — an estimated $523K sold.

United Services Automobile Association first reported a position in MORN in Q1 2018 and held it in 7 quarters. The position peaked at $728K in Q3 2018. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • United Services Automobile Association reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 1,765 Morningstar shares in Q2 2025, an estimated $523K.
  • United Services Automobile Association first reported a position in Morningstar in Q1 2018 and held it in 7 quarters.
  • United Services Automobile Association's Morningstar position peaked at $728K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.