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AlphaGrep UK Ltd’s Morningstar MORN Stock Holding History

AlphaGrep UK Ltd’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
Q1 		$430K Buy
2,543
+344
+16% +$63.9K 0.12% 328
2025
Q4 		$478K Buy
+2,199
New +$476K 0.16% 226

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AlphaGrep UK Ltd's MORN Position: Q1 2026 in Review

AlphaGrep UK Ltd increased its Morningstar (MORN) stake by 16% in Q1 2026, buying an estimated $63.9K and bringing the position to 2,543 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #328.

AlphaGrep UK Ltd first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $478K in Q4 2025. 445 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • AlphaGrep UK Ltd held 2,543 shares of Morningstar worth $430K as of Q1 2026.
  • AlphaGrep UK Ltd bought 344 Morningstar shares in Q1 2026, an estimated $63.9K.
  • Morningstar made up 0.12% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #328 holding.
  • AlphaGrep UK Ltd first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • AlphaGrep UK Ltd's Morningstar position peaked at $478K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.