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	–	558
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 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

West Paces Advisors's MORN Position: Q2 2025 in Review

West Paces Advisors sold out of Morningstar (MORN) in Q2 2025, closing a stake of 10 shares — an estimated $3K sold.

West Paces Advisors first reported a position in MORN in Q2 2021 and held it in 10 quarters. The position peaked at $7.87K in Q4 2021. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

West Paces Advisors reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 10 Morningstar shares in Q2 2025, an estimated $3K.
West Paces Advisors first reported a position in Morningstar in Q2 2021 and held it in 10 quarters.
West Paces Advisors's Morningstar position peaked at $7.87K in Q4 2021.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.