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MORN icon

AlphaQuest’s Morningstar MORN Stock Holding History

AlphaQuest’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
-2,458
Closed -$534K – 1259
2025
Q4 		$534K Sell
2,458
-892
-27% -$193K 0.03% 769
2025
Q3 		$777K Sell
3,350
-2,722
-45% -$726K 0.05% 543
2025
Q2 		$1.91M Sell
6,072
-438
-7% -$130K 0.19% 97
2025
Q1 		$1.95M Buy
6,510
+5,531
+565% +$1.74M 0.21% 105
2024
Q4 		$330K Sell
979
-11,764
-92% -$4.02M 0.04% 663
2024
Q3 		$4.07M Buy
12,743
+12,742
+1,274,200% +$3.96M 0.36% 10
2024
Q2 		$296 Sell
1
-1,144
-100% -$339K ﹤0.01% 1446
2024
Q1 		$353K Buy
+1,145
New +$330K 0.06% 472

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

AlphaQuest's MORN Position: Q1 2026 in Review

AlphaQuest sold out of Morningstar (MORN) in Q1 2026, closing a stake of 2,458 shares — an estimated $534K sold.

AlphaQuest first reported a position in MORN in Q1 2024 and held it in 8 quarters. The position peaked at $4.07M in Q3 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • AlphaQuest reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 2,458 Morningstar shares in Q1 2026, an estimated $534K.
  • AlphaQuest first reported a position in Morningstar in Q1 2024 and held it in 8 quarters.
  • AlphaQuest's Morningstar position peaked at $4.07M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.