AIM
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Aigen Investment Management’s Morningstar MORN Stock Holding History

Aigen Investment 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
Q1 		– Sell
-3,479
Closed -$756K – 690
2025
Q4 		$756K Buy
3,479
+983
+39% +$213K 0.18% 169
2025
Q3 		$579K Sell
2,496
-518
-17% -$138K 0.09% 355
2025
Q2 		$946K Buy
+3,014
New +$892K 0.13% 254
2023
Q3 		– Sell
-1,551
Closed -$304K – 987
2023
Q2 		$304K Buy
1,551
+493
+47% +$97.6K 0.04% 489
2023
Q1 		$215K Buy
+1,058
New +$233K 0.03% 507
2020
Q2 		– Sell
-26
Closed -$3K – 1119
2020
Q1 		$3K Buy
+26
New +$3.77K ﹤0.01% 1188

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 $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $20.2B AUM 17.52% 1-Year Est. Return

Aigen Investment Management's MORN Position: Q1 2026 in Review

Aigen Investment Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 3,479 shares — an estimated $756K sold.

Aigen Investment Management first reported a position in MORN in Q1 2020 and held it in 6 quarters. The position peaked at $946K in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Aigen Investment Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 3,479 Morningstar shares in Q1 2026, an estimated $756K.
  • Aigen Investment Management first reported a position in Morningstar in Q1 2020 and held it in 6 quarters.
  • Aigen Investment Management's Morningstar position peaked at $946K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.