Wasatch Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-336,065
| Closed | -$73M | – | 232 |
|
|
2025
Q4 | $73M | Sell |
336,065
-35,818
| -10% | -$7.76M | 0.43% | 72 |
|
|
2025
Q3 | $86.3M | Sell |
371,883
-272,916
| -42% | -$72.7M | 0.46% | 63 |
|
|
2025
Q2 | $202M | Sell |
644,799
-19,446
| -3% | -$5.76M | 1.06% | 34 |
|
|
2025
Q1 | $199M | Sell |
664,245
-25,909
| -4% | -$8.16M | 1.11% | 30 |
|
|
2024
Q4 | $232M | Sell |
690,154
-5,869
| -0.8% | -$2M | 1.15% | 30 |
|
|
2024
Q3 | $222M | Buy |
696,023
+85,098
| +14% | +$26.4M | 1.09% | 36 |
|
|
2024
Q2 | $181M | Buy |
610,925
+48,826
| +9% | +$14.5M | 0.97% | 38 |
|
|
2024
Q1 | $173M | Buy |
562,099
+28,164
| +5% | +$8.11M | 0.91% | 41 |
|
|
2023
Q4 | $153M | Buy |
533,935
+5,240
| +1% | +$1.37M | 0.84% | 46 |
|
|
2023
Q3 | $124M | Buy |
528,695
+20,434
| +4% | +$4.61M | 0.78% | 45 |
|
|
2023
Q2 | $99.7M | Sell |
508,261
-46,486
| -8% | -$9.2M | 0.6% | 54 |
|
|
2023
Q1 | $113M | Sell |
554,747
-84,162
| -13% | -$18.5M | 0.7% | 48 |
|
|
2022
Q4 | $138M | Sell |
638,909
-8,428
| -1% | -$1.92M | 0.93% | 37 |
|
|
2022
Q3 | $137M | Sell |
647,337
-50,578
| -7% | -$12M | 0.96% | 32 |
|
|
2022
Q2 | $169M | Sell |
697,915
-81,522
| -10% | -$20.5M | 1.07% | 26 |
|
|
2022
Q1 | $213M | Sell |
779,437
-26,266
| -3% | -$7.42M | 1.05% | 32 |
|
|
2021
Q4 | $276M | Sell |
805,703
-8,870
| -1% | -$2.75M | 1.12% | 32 |
|
|
2021
Q3 | $211M | Buy |
814,573
+467
| +0.1% | +$123K | 0.86% | 39 |
|
|
2021
Q2 | $209M | Sell |
814,106
-22,999
| -3% | -$5.58M | 0.85% | 41 |
|
|
2021
Q1 | $188M | Sell |
837,105
-4,612
| -0.5% | -$1.08M | 0.85% | 39 |
|
|
2020
Q4 | $195M | Buy |
841,717
+18,726
| +2% | +$3.72M | 0.96% | 38 |
|
|
2020
Q3 | $132M | Buy |
822,991
+176,136
| +27% | +$27.8M | 0.84% | 44 |
|
|
2020
Q2 | $91.2M | Buy |
+646,855
| New | +$91.3M | 0.66% | 53 |
|
Other funds holding MORN
VPM
VCM
