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Wilmington Savings Fund Society’s Morningstar MORN Stock Holding History

Wilmington Savings Fund Society’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
-835
Closed -$250K – 2104
2025
Q1 		$250K Buy
835
+474
+131% +$149K ﹤0.01% 745
2024
Q4 		$122K Buy
+361
New +$123K ﹤0.01% 982

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $19.5B 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 $240B 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

Wilmington Savings Fund Society's MORN Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of Morningstar (MORN) in Q2 2025, closing a stake of 835 shares — an estimated $250K sold.

Wilmington Savings Fund Society first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 835 Morningstar shares in Q2 2025, an estimated $250K.
  • Wilmington Savings Fund Society first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Morningstar position peaked at $250K in Q1 2025.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.