AlphaGrep UK’s Morningstar MORN Stock Holding History

AlphaGrep UK’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	$689K	Buy	4,414 +1,871	+74%	+$325K	0.2%	125
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AlphaGrep UK's MORN Position: Q2 2026 in Review

AlphaGrep UK increased its Morningstar (MORN) stake by 74% in Q2 2026, buying an estimated $325K and bringing the position to 4,414 shares worth $689K. The position accounts for 0.2% of the portfolio, ranked #125.

AlphaGrep UK first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

AlphaGrep UK held 4,414 shares of Morningstar worth $689K as of Q2 2026.
AlphaGrep UK bought 1,871 Morningstar shares in Q2 2026, an estimated $325K.
Morningstar made up 0.2% of AlphaGrep UK's portfolio in Q2 2026, its #125 holding.
AlphaGrep UK first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.