Morningstar Investment Services LLC Sells in Q1 2025

Morningstar Investment Services LLC

  • $546 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-117K
- 66.74%
$25.69 - $26.89 $3M - $3.14M
58.1K $1.56M
UNH
Unitedhealth Group Inc

Healthcare
-5.95K
- 60.36%
$461.52 - $548.18 $2.74M - $3.26M
3.9K $2.05M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-64.8K
- 54.8%
$44.72 - $46.25 $2.9M - $3M
53.5K $2.46M
OMC
Omnicom Group Inc.

Communication Services
-31.2K
- 52.56%
$79.43 - $88.34 $2.48M - $2.75M
28.1K $2.33M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-25.2K
- 24.61%
N/A
77.2K $6.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-107K
- 37.94%
$21.23 - $23.75 $2.27M - $2.54M
175K $3.77M
EBAY
Ebay Inc

Consumer Cyclical
-40.1K
- 51.5%
$61.61 - $70.93 $2.47M - $2.84M
37.7K $2.56M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-46.1K
- 70.03%
$48.3 - $52.85 $2.22M - $2.43M
19.7K $1.01M
TFC
Truist Financial Corp

Financial Services
-49.3K
- 55.87%
$39.48 - $48.15 $1.95M - $2.38M
39K $1.6M
ADI
Analog Devices Inc

Technology
-9.77K
- 47.97%
$201.56 - $243.82 $1.97M - $2.38M
10.6K $2.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.53K
- 62.07%
$554.06 - $615.85 $1.95M - $2.17M
2.16K $1.21M
UL
Unilever PLC

Consumer Defensive
-38.6K
- 47.11%
$54.72 - $60.29 $2.11M - $2.33M
43.4K $2.58M
VFH
Vanguard Financial ETF

ETFs
-17.1K
- 49.72%
$114.07 - $127.34 $1.95M - $2.18M
17.3K $2.07M
BK
Bank Of New York Mellon Corp

Financial Services
-28.4K
- 49.92%
$75.42 - $88.95 $2.14M - $2.52M
28.5K $2.39M
Gsk PLC
-66K
- 54.29%
N/A
55.5K $2.15M
UPS
United Parcel Service Inc

Industrials
-13.6K
- 55.01%
$109.66 - $136.26 $1.49M - $1.85M
11.1K $1.22M
IXUS
Ishares Tr

ETFs
-30.2K
- 44.89%
$65.06 - $72.31 $1.96M - $2.18M
37.1K $2.59M
KO
Coca Cola CO

Consumer Defensive
-33.7K
- 55.77%
$60.81 - $72.32 $2.05M - $2.44M
26.7K $1.92M
GPC
Genuine Parts CO

Consumer Cyclical
-16K
- 55.91%
$115.91 - $129.02 $1.86M - $2.07M
12.7K $1.51M
AMAT
Applied Materials Inc

Technology
-9.22K
- 35.7%
$145.06 - $195.51 $1.34M - $1.8M
16.6K $2.41M
VEEV
Veeva Systems Inc

Healthcare
-9.01K
- 59.67%
$210.58 - $246.8 $1.9M - $2.22M
6.09K $1.41M
AMT
American Tower Corp

Real Estate
-11.3K
- 53.71%
$173.46 - $217.6 $1.95M - $2.45M
9.71K $2.11M
DUK
Duke Energy Corp

Utilities
-17.8K
- 55.44%
$105.87 - $121.97 $1.89M - $2.18M
14.3K $1.75M
ECL
Ecolab Inc.

Basic Materials
-7.67K
- 59.72%
$229.72 - $269.82 $1.76M - $2.07M
5.17K $1.31M
PFE
Pfizer Inc

Healthcare
-61.1K
- 53.65%
$25.01 - $27.13 $1.53M - $1.66M
52.8K $1.34M
FIS
Fidelity National Information Services, Inc.

Technology
-18.8K
- 55.78%
$68.12 - $83.42 $1.28M - $1.57M
14.9K $1.12M
FLGB
Franklin Templeton ETF Tr

ETFs
-67.9K
- 45.15%
$25.73 - $29.17 $1.75M - $1.98M
82.5K $2.36M
NVS
Novartis Ag

Healthcare
-18.7K
- 47.16%
$97.14 - $115.57 $1.82M - $2.17M
21K $2.34M
WEC
Wec Energy Group, Inc.

Utilities
-17.9K
- 56.07%
$92.12 - $108.98 $1.65M - $1.95M
14K $1.53M
TXN
Texas Instruments Inc

Technology
-7.45K
- 54.87%
N/A
6.13K $1.1M
SNY
Sanofi

Healthcare
-35.2K
- 47.0%
$48.15 - $59.42 $1.69M - $2.09M
39.7K $2.2M
BAC
Bank Of America Corp

Financial Services
-30.3K
- 48.62%
$39.61 - $47.74 $1.2M - $1.45M
32K $1.34M
AMGN
Amgen Inc

Healthcare
-6.36K
- 55.53%
$258.59 - $327.36 $1.64M - $2.08M
5.09K $1.59M
MCHI
Ishares Msci China ETF

ETFs
-36.4K
- 45.88%
$43.71 - $58.65 $1.59M - $2.14M
43K $2.34M
MCK
Mckesson Corp

Healthcare
-2.64K
- 48.24%
$566.21 - $672.99 $1.49M - $1.77M
2.83K $1.9M
VZ
Verizon Communications Inc

Communication Services
-34.6K
- 50.93%
$37.81 - $46.49 $1.31M - $1.61M
33.3K $1.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-23.5K
- 45.52%
$49.69 - $50.76 $1.17M - $1.19M
28.1K $1.41M
HII
Huntington Ingalls Industries, Inc.

Industrials
-6.57K
- 52.84%
$159.75 - $208.61 $1.05M - $1.37M
5.86K $1.2M
LYG
Lloyds Banking Group PLC

Financial Services
-578K
- 57.02%
$2.58 - $3.9 $1.49M - $2.25M
435K $1.66M
GD
General Dynamics Corp

Industrials
-4.24K
- 32.61%
$241.94 - $272.58 $1.02M - $1.15M
8.75K $2.39M
COP
Conocophillips

Energy
-11.4K
- 30.56%
$88.6 - $105.85 $1.01M - $1.21M
26K $2.73M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.83K
- 2.61%
$40.03 - $46.81 $193K - $226K
181K $7.36M
ZBRA
Zebra Technologies Corp

Technology
-1.92K
- 47.26%
$271.72 - $421.11 $521K - $807K
2.14K $604K
VDC
Vanguard Consumer Staples ETF

ETFs
-4.74K
- 46.19%
$206.54 - $226.16 $979K - $1.07M
5.52K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
-8.11K
- 46.34%
$104.71 - $107.69 $849K - $873K
9.39K $990K
PEP
Pepsico Inc

Consumer Defensive
-5.53K
- 46.91%
$142.64 - $156.42 $789K - $865K
6.26K $938K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-31.6K
- 39.74%
$28.11 - $32.0 $887K - $1.01M
47.8K $1.47M
RTX
Raytheon Technologies Corp

Industrials
-8.58K
- 46.18%
$114.1 - $135.66 $979K - $1.16M
10K $1.33M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-16.9K
- 50.74%
$42.3 - $53.69 $714K - $906K
16.4K $853K
Activity Summary
Buys All Purchases 5 New Holdings 5 Increased Positions 0 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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