WPA
MORN icon

West Paces Advisors’s Morningstar MORN Stock Holding History

West Paces Advisors’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
-10
Closed -$3K – 423
2025
Q1 		$3K Hold
10
– – ﹤0.01% 411
2024
Q4 		$3.37K Hold
10
– – ﹤0.01% 408
2024
Q3 		$3.19K Hold
10
– – ﹤0.01% 405
2024
Q2 		$2.96K Hold
10
– – ﹤0.01% 414
2024
Q1 		$3.08K Buy
+10
New +$2.88K ﹤0.01% 419
2022
Q3 		– Sell
-23
Closed -$5.56K – 560
2022
Q2 		$5.56K Hold
23
– – ﹤0.01% 399
2022
Q1 		$6.28K Hold
23
– – ﹤0.01% 394
2021
Q4 		$7.87K Buy
23
+3
+15% +$929 ﹤0.01% 399
2021
Q3 		$5.18K Hold
20
– – ﹤0.01% 416
2021
Q2 		$5.14K Buy
+20
New +$4.85K ﹤0.01% 430

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return