WealthCollab’s Morningstar MORN Stock Holding History

WealthCollab’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	-5	Closed	-$1.16K	–	1077
2025 Q3	$1.16K	Hold	5	–	–	﹤0.01%	910
2025 Q2	$1.57K	Hold	5	–	–	﹤0.01%	842
2025 Q1	$1.5K	Hold	5	–	–	﹤0.01%	803
2024 Q4	$1.68K	Hold	5	–	–	﹤0.01%	779
2024 Q3	$1.6K	Hold	5	–	–	﹤0.01%	798
2024 Q2	$1.48K	Hold	5	–	–	﹤0.01%	789
2024 Q1	$1.54K	Hold	5	–	–	﹤0.01%	790
2023 Q4	$1.43K	Buy	+5	New	+$1.3K	﹤0.01%	780

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthCollab's MORN Position: Q4 2025 in Review

WealthCollab sold out of Morningstar (MORN) in Q4 2025, closing a stake of 5 shares — an estimated $1.16K sold.

WealthCollab first reported a position in MORN in Q4 2023 and held it in 8 quarters. The position peaked at $1.68K in Q4 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

WealthCollab reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
WealthCollab sold 5 Morningstar shares in Q4 2025, an estimated $1.16K.
WealthCollab first reported a position in Morningstar in Q4 2023 and held it in 8 quarters.
WealthCollab's Morningstar position peaked at $1.68K in Q4 2024.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on WealthCollab's 13F filing for Q4 2025, filed 27 Jan 2026.