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Wealthspire Advisors (New York)’s Morningstar MORN Stock Holding History

Wealthspire Advisors (New York)’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
-27
Closed -$6.26K – 2167
2025
Q3 		$6.26K Buy
+27
New +$7.2K ﹤0.01% 2243

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s MORN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Morningstar (MORN) in Q4 2025, closing a stake of 27 shares — an estimated $6.26K sold.

Wealthspire Advisors (New York) first reported a position in MORN in Q3 2025 and held it in 1 quarter. The position peaked at $6.26K in Q3 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 27 Morningstar shares in Q4 2025, an estimated $6.26K.
  • Wealthspire Advisors (New York) first reported a position in Morningstar in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Morningstar position peaked at $6.26K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.