Wellington Management Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245M | Sell |
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|
2025
Q1 | $324M | Sell |
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|
2024
Q4 | $364M | Buy |
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|
2024
Q3 | $303M | Buy |
|
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|
2024
Q2 | $280M | Buy |
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|
2024
Q1 | $244M | Buy |
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|
2023
Q4 | $146M | Buy |
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|
2023
Q3 | $81.8M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $471K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $276K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $482K | Sell |
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|
2013
Q4 | $8.94M | Buy |
|