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 Q3	–	Sell	-4,414	Closed	-$689K	–	885
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AlphaGrep UK's MORN Position: Q3 2026 in Review

AlphaGrep UK sold out of Morningstar (MORN) in Q3 2026, closing a stake of 4,414 shares — an estimated $689K sold.

AlphaGrep UK first reported a position in MORN in Q4 2025 and held it in 3 quarters. The position peaked at $689K in Q2 2026. 345 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

AlphaGrep UK reported no remaining Morningstar position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 4,414 Morningstar shares in Q3 2026, an estimated $689K.
AlphaGrep UK first reported a position in Morningstar in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's Morningstar position peaked at $689K in Q2 2026.
345 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.