Morningstar Investment Management LLC Purchases in Q2 2025

Morningstar Investment Management LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
5.53K
New
$40.65 - $83.16 $225K - $460K
5.53K $232K
HPE
Hewlett Packard Enterprise CO

Technology
11.1K
New
$12.51 - $20.45 $139K - $227K
11.1K $227K
FCX
Freeport Mcmoran Inc

Basic Materials
5.2K
New
$29.15 - $44.46 $152K - $231K
5.2K $225K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
480
New
$328.01 - $475.68 $157K - $228K
480 $225K
D
Dominion Energy, Inc

Utilities
3.96K
New
$49.66 - $58.0 $197K - $230K
3.96K $224K
SRE
Sempra Energy

Utilities
2.19K
+ 16.69%
$63.78 - $78.91 $140K - $173K
15.3K $1.16M
AEE
Ameren Corp

Utilities
2.27K
New
$94.23 - $101.68 $214K - $231K
2.27K $218K
EHC
Encompass Health Corp

Healthcare
1.77K
New
$96.12 - $122.63 $170K - $217K
1.77K $217K
VRSN
Verisign Inc

Technology
749
New
$234.49 - $288.8 $176K - $216K
749 $216K
MCHP
Microchip Technology Inc

Technology
3.05K
New
$35.34 - $71.6 $108K - $218K
3.05K $214K
TSCO
Tractor Supply CO

Consumer Cyclical
3.94K
New
$47.86 - $55.77 $189K - $220K
3.94K $208K
BAC
Bank Of America Corp

Financial Services
2.5K
+ 15.59%
$34.39 - $47.46 $86.1K - $119K
18.6K $878K
XEL
Xcel Energy Inc

Utilities
2.99K
New
$65.65 - $72.39 $196K - $216K
2.99K $203K
SYY
Sysco Corp

Consumer Defensive
2.68K
New
$68.0 - $75.91 $183K - $204K
2.68K $203K
CSCO
Cisco Systems, Inc.

Technology
267
+ 1.21%
$53.19 - $69.38 $14.2K - $18.5K
22.4K $1.56M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 11.66%
$60.98 - $80.12 $74.4K - $97.7K
11.7K $936K
PFE
Pfizer Inc

Healthcare
9.27K
+ 19.39%
$21.59 - $24.84 $200K - $230K
57.1K $1.38M
TFC
Truist Financial Corp

Financial Services
2.95K
+ 23.07%
$34.79 - $42.99 $103K - $127K
15.7K $676K
CSX
Csx Corp

Industrials
2.28K
+ 11.95%
$26.69 - $32.91 $60.9K - $75.1K
21.4K $697K
USB
Us Bancorp \De\

Financial Services
1.78K
+ 10.35%
$36.4 - $45.76 $64.7K - $81.4K
19K $858K
PEP
Pepsico Inc

Consumer Defensive
2.77K
+ 19.03%
$128.02 - $151.37 $354K - $419K
17.3K $2.29M
HBAN
Huntington Bancshares Inc

Financial Services
3.57K
+ 15.69%
$12.49 - $16.76 $44.6K - $59.8K
26.3K $441K
MDT
Medtronic PLC

Healthcare
1.71K
+ 8.13%
$80.68 - $88.86 $138K - $152K
22.8K $1.98M
AMCR
Amcor PLC

Consumer Cyclical
10.6K
+ 30.21%
$8.57 - $9.81 $90.4K - $104K
45.5K $418K
KEY
Keycorp

Financial Services
2.89K
+ 17.34%
$13.23 - $17.42 $38.3K - $50.4K
19.6K $341K
RF
Regions Financial Corp

Financial Services
1.81K
+ 17.46%
$18.34 - $23.52 $33.2K - $42.6K
12.2K $287K
ARCC
Ares Capital Corp

Financial Services
2.21K
+ 11.84%
$18.91 - $22.43 $41.8K - $49.6K
20.9K $459K
ET
Energy Transfer LP

Energy
3.61K
+ 6.08%
$15.65 - $18.93 $56.5K - $68.3K
62.9K $1.14M
CL
Colgate Palmolive CO

Consumer Defensive
553
+ 3.79%
$87.57 - $96.0 $48.4K - $53.1K
15.2K $1.38M
Kenvue Inc
1.78K
+ 16.53%
N/A
12.6K $263K
SLB
Schlumberger Limited

Energy
3.02K
+ 23.69%
$31.95 - $42.2 $96.3K - $127K
15.7K $532K
WU
Western Union CO

Financial Services
2.99K
+ 22.84%
$8.37 - $10.63 $25K - $31.8K
16.1K $135K
PAA
Plains All American Pipeline LP

Energy
3.32K
+ 6.73%
$16.03 - $20.28 $53.2K - $67.3K
52.6K $964K
BMY
Bristol Myers Squibb CO

Healthcare
2.57K
+ 22.99%
$44.12 - $59.6 $114K - $153K
13.8K $637K
OKE
Oneok Inc

Energy
4.21K
+ 18.15%
$78.71 - $100.37 $331K - $422K
27.4K $2.24M
EPD
Enterprise Products Partners L.P.

Energy
1.09K
+ 2.47%
$28.95 - $34.22 $31.4K - $37.1K
45.1K $1.4M
Activity Summary
Buys All Purchases 187 New Holdings 140 Increased Positions 47 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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