111 Capital’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Buy
+1,295
New +$225K 0.03% 466
2025
Q4
Sell
-1,782
Closed -$413K 464
2025
Q3
$413K Sell
1,782
-658
-27% -$175K 0.08% 248
2025
Q2
$766K Buy
2,440
+1,282
+111% +$380K 0.13% 184
2025
Q1
$347K Buy
+1,158
New +$365K 0.07% 293

Other funds holding MORN

111 Capital's MORN Position: Q2 2026 in Review

111 Capital opened a new position in Morningstar (MORN) in Q2 2026: 1,295 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #466 among its holdings. This is a return to the name: 111 Capital previously reported a position in MORN as recently as Q3 2025.

111 Capital first reported a position in MORN in Q1 2025 and has held it in 4 quarters since. The position peaked at $766K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • 111 Capital held 1,295 shares of Morningstar worth $202K as of Q2 2026.
  • Morningstar was a new 111 Capital position in Q2 2026.
  • Morningstar made up 0.03% of 111 Capital's portfolio in Q2 2026, its #466 holding.
  • 111 Capital first reported a position in Morningstar in Q1 2025 and has held it in 4 quarters since.
  • 111 Capital's Morningstar position peaked at $766K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.