Wayfinding Financial’s Morningstar MORN Stock Holding History

Wayfinding Financial’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	-110	Closed	-$32K	–	508
2025 Q1	$32K	Buy	+110	New	+$34.6K	0.01%	456

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wayfinding Financial's MORN Position: Q2 2025 in Review

Wayfinding Financial sold out of Morningstar (MORN) in Q2 2025, closing a stake of 110 shares — an estimated $32K sold.

Wayfinding Financial first reported a position in MORN in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Wayfinding Financial reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 110 Morningstar shares in Q2 2025, an estimated $32K.
Wayfinding Financial first reported a position in Morningstar in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Morningstar position peaked at $32K in Q1 2025.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.