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Webster Bank’s Morningstar MORN Stock Holding History

Webster Bank’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
-22
Closed -$6.6K – 685
2025
Q1 		$6.6K Hold
22
– – ﹤0.01% 507
2024
Q4 		$7.41K Hold
22
– – ﹤0.01% 505
2024
Q3 		$7.02K Hold
22
– – ﹤0.01% 513
2024
Q2 		$6.51K Hold
22
– – ﹤0.01% 525
2024
Q1 		$6.78K Buy
+22
New +$6.34K ﹤0.01% 506

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Webster Bank's MORN Position: Q2 2025 in Review

Webster Bank sold out of Morningstar (MORN) in Q2 2025, closing a stake of 22 shares — an estimated $6.6K sold.

Webster Bank first reported a position in MORN in Q1 2024 and held it in 5 quarters. The position peaked at $7.41K in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Webster Bank reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Webster Bank sold 22 Morningstar shares in Q2 2025, an estimated $6.6K.
  • Webster Bank first reported a position in Morningstar in Q1 2024 and held it in 5 quarters.
  • Webster Bank's Morningstar position peaked at $7.41K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Webster Bank's 13F filing for Q2 2025, filed 8 Jul 2025.