AG
MORN icon

Algert Global’s Morningstar MORN Stock Holding History

Algert Global’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 		$8.28M Hold
48,957
– – 0.12% 268
2025
Q4 		$10.6M Sell
48,957
-1,082
-2% -$234K 0.17% 176
2025
Q3 		$11.6M Buy
50,039
+5,896
+13% +$1.57M 0.19% 151
2025
Q2 		$13.9M Buy
44,143
+5,987
+16% +$1.77M 0.29% 64
2025
Q1 		$11.4M Buy
38,156
+1,070
+3% +$337K 0.28% 68
2024
Q4 		$12.5M Buy
37,086
+11,577
+45% +$3.95M 0.29% 70
2024
Q3 		$8.14M Buy
25,509
+5,220
+26% +$1.62M 0.22% 122
2024
Q2 		$6M Buy
20,289
+2,898
+17% +$858K 0.2% 137
2024
Q1 		$5.36M Buy
17,391
+972
+6% +$280K 0.21% 143
2023
Q4 		$4.7M Sell
16,419
-7,238
-31% -$1.89M 0.19% 152
2023
Q3 		$5.54M Sell
23,657
-11,974
-34% -$2.7M 0.26% 96
2023
Q2 		$6.99M Buy
35,631
+5,680
+19% +$1.12M 0.3% 61
2023
Q1 		$6.08M Buy
29,951
+14,285
+91% +$3.14M 0.29% 58
2022
Q4 		$3.39M Buy
15,666
+2,000
+15% +$456K 0.19% 149
2022
Q3 		$2.9M Buy
13,666
+9,245
+209% +$2.2M 0.18% 164
2022
Q2 		$1.07M Sell
4,421
-5,290
-54% -$1.33M 0.08% 440
2022
Q1 		$2.65M Buy
9,711
+7,324
+307% +$2.07M 0.17% 146
2021
Q4 		$816K Hold
2,387
– – 0.1% 346
2021
Q3 		$618K Buy
+2,387
New +$627K 0.08% 449

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B 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 $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return