Xponance’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $714K | Buy |
4,222
+483
| +13% | +$89.7K | 0.01% | 868 |
|
|
2025
Q4 | $813K | Sell |
3,739
-489
| -12% | -$106K | 0.01% | 748 |
|
|
2025
Q3 | $981K | Sell |
4,228
-138
| -3% | -$36.8K | 0.01% | 713 |
|
|
2025
Q2 | $1.37M | Sell |
4,366
-1,177
| -21% | -$348K | 0.01% | 622 |
|
|
2025
Q1 | $1.66M | Buy |
5,543
+112
| +2% | +$35.3K | 0.02% | 559 |
|
|
2024
Q4 | $1.83M | Buy |
5,431
+165
| +3% | +$56.3K | 0.02% | 547 |
|
|
2024
Q3 | $1.68M | Sell |
5,266
-42
| -0.8% | -$13.1K | 0.02% | 561 |
|
|
2024
Q2 | $1.57M | Sell |
5,308
-156
| -3% | -$46.2K | 0.02% | 552 |
|
|
2024
Q1 | $1.68M | Sell |
5,464
-194
| -3% | -$55.9K | 0.02% | 562 |
|
|
2023
Q4 | $1.62M | Sell |
5,658
-100
| -2% | -$26.1K | 0.02% | 528 |
|
|
2023
Q3 | $1.35M | Buy |
5,758
+2,243
| +64% | +$506K | 0.02% | 563 |
|
|
2023
Q2 | $689K | Buy |
3,515
+374
| +12% | +$74.1K | 0.01% | 783 |
|
|
2023
Q1 | $638K | Buy |
3,141
+21
| +0.7% | +$4.62K | 0.01% | 829 |
|
|
2022
Q4 | $676K | Buy |
3,120
+415
| +15% | +$94.6K | 0.01% | 783 |
|
|
2022
Q3 | $574K | Buy |
2,705
+57
| +2% | +$13.6K | 0.01% | 789 |
|
|
2022
Q2 | $640K | Buy |
2,648
+244
| +10% | +$61.5K | 0.01% | 758 |
|
|
2022
Q1 | $657K | Sell |
2,404
-18
| -0.7% | -$5.09K | 0.01% | 778 |
|
|
2021
Q4 | $828K | Buy |
2,422
+26
| +1% | +$8.05K | 0.01% | 689 |
|
|
2021
Q3 | $621K | Sell |
2,396
-78
| -3% | -$20.5K | 0.01% | 777 |
|
|
2021
Q2 | $636K | Buy |
2,474
+541
| +28% | +$131K | 0.01% | 798 |
|
|
2021
Q1 | $435K | Buy |
1,933
+28
| +1% | +$6.56K | 0.01% | 839 |
|
|
2020
Q4 | $441K | Buy |
1,905
+7
| +0.4% | +$1.39K | 0.01% | 802 |
|
|
2020
Q3 | $305K | Buy |
1,898
+22
| +1% | +$3.48K | 0.01% | 851 |
|
|
2020
Q2 | $264K | Buy |
+1,876
| New | +$265K | 0.01% | 873 |
|
Other funds holding MORN
VPM
VCM
