1832 Asset Management
MORN icon

1832 Asset Management’s Morningstar MORN Stock Holding History

1832 Asset Management’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
2026
Q2 		– Sell
-15,900
Closed -$2.69M – 679
2026
Q1 		$2.69M Buy
+15,900
New +$2.95M ﹤0.01% 485
2025
Q4 		– Sell
-16,800
Closed -$3.9M – 742
2025
Q3 		$3.9M Buy
16,800
+8,200
+95% +$2.19M ﹤0.01% 396
2025
Q2 		$2.7M Buy
+8,600
New +$2.55M ﹤0.01% 437
2024
Q3 		– Sell
-13,900
Closed -$4.11M – 814
2024
Q2 		$4.11M Buy
13,900
+2,700
+24% +$799K ﹤0.01% 401
2024
Q1 		$3.45M Hold
11,200
– – ﹤0.01% 417
2023
Q4 		$3.21M Hold
11,200
– – ﹤0.01% 418
2023
Q3 		$2.62M Buy
+11,200
New +$2.53M ﹤0.01% 446

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1832 Asset Management's MORN Position: Q2 2026 in Review

1832 Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 15,900 shares — an estimated $2.69M sold.

1832 Asset Management first reported a position in MORN in Q3 2023 and held it in 7 quarters. The position peaked at $4.11M in Q2 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • 1832 Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • 1832 Asset Management sold 15,900 Morningstar shares in Q2 2026, an estimated $2.69M.
  • 1832 Asset Management first reported a position in Morningstar in Q3 2023 and held it in 7 quarters.
  • 1832 Asset Management's Morningstar position peaked at $4.11M in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.