WAG
MORN icon

Wallace Advisory Group’s Morningstar MORN Stock Holding History

Wallace Advisory 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
Q4 		– Sell
-898
Closed -$282K – 152
2025
Q3 		$282K Sell
898
-238
-21% -$63.4K 0.23% 129
2025
Q2 		$341K Buy
1,136
+56
+5% +$16.6K 0.25% 119
2025
Q1 		$364K Buy
1,080
+19
+2% +$5.98K 0.25% 117
2024
Q4 		$339K Sell
1,061
-83
-7% -$28.3K 0.23% 121
2024
Q3 		$338K Hold
1,144
– – 0.25% 108
2024
Q2 		$338K Sell
1,144
-52
-4% -$15.4K 0.24% 109
2024
Q1 		$342K Buy
1,196
+82
+7% +$23.6K 0.26% 107
2023
Q4 		$261K Sell
1,114
-89
-7% -$23.2K 0.2% 120
2023
Q3 		$236K Buy
+1,203
New +$272K 0.17% 145

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wallace Advisory Group's MORN Position: Q4 2025 in Review

Wallace Advisory Group sold out of Morningstar (MORN) in Q4 2025, closing a stake of 898 shares — an estimated $282K sold.

Wallace Advisory Group first reported a position in MORN in Q3 2023 and held it in 9 quarters. The position peaked at $364K in Q1 2025. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Wallace Advisory Group reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 898 Morningstar shares in Q4 2025, an estimated $282K.
  • Wallace Advisory Group first reported a position in Morningstar in Q3 2023 and held it in 9 quarters.
  • Wallace Advisory Group's Morningstar position peaked at $364K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.