Ameriprise’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.5M | Buy |
156,711
+136,930
| +692% | +$25.4M | 0.01% | 1230 |
|
|
2025
Q4 | $4.3M | Sell |
19,781
-1,813
| -8% | -$393K | ﹤0.01% | 2544 |
|
|
2025
Q3 | $5.01M | Sell |
21,594
-22,690
| -51% | -$6.05M | ﹤0.01% | 2453 |
|
|
2025
Q2 | $13.9M | Buy |
44,284
+13,681
| +45% | +$4.05M | ﹤0.01% | 1585 |
|
|
2025
Q1 | $9.18M | Sell |
30,603
-471
| -2% | -$148K | ﹤0.01% | 1824 |
|
|
2024
Q4 | $10.5M | Sell |
31,074
-977
| -3% | -$334K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $10.2M | Buy |
32,051
+2,340
| +8% | +$727K | ﹤0.01% | 1772 |
|
|
2024
Q2 | $8.79M | Sell |
29,711
-1,136
| -4% | -$336K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $9.51M | Sell |
30,847
-171,750
| -85% | -$49.5M | ﹤0.01% | 1832 |
|
|
2023
Q4 | $58M | Sell |
202,597
-51,374
| -20% | -$13.4M | 0.02% | 707 |
|
|
2023
Q3 | $59.5M | Buy |
253,971
+61,550
| +32% | +$13.9M | 0.02% | 670 |
|
|
2023
Q2 | $37.7M | Buy |
192,421
+118,373
| +160% | +$23.4M | 0.01% | 896 |
|
|
2023
Q1 | $15M | Buy |
74,048
+28,303
| +62% | +$6.22M | ﹤0.01% | 1463 |
|
|
2022
Q4 | $9.91M | Buy |
45,745
+100
| +0.2% | +$22.8K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $9.69M | Sell |
45,645
-778
| -2% | -$185K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $11.2M | Sell |
46,423
-595
| -1% | -$150K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $12.8M | Sell |
47,018
-1,609
| -3% | -$455K | ﹤0.01% | 1697 |
|
|
2021
Q4 | $16.6M | Buy |
+48,627
| New | +$15.1M | ﹤0.01% | 1565 |
|
|
2021
Q1 | – | Sell |
-11,482
| Closed | -$2.66M | – | 3876 |
|
|
2020
Q4 | $2.66M | Sell |
11,482
-5,095
| -31% | -$1.01M | ﹤0.01% | 2652 |
|
|
2020
Q3 | $2.66M | Buy |
16,577
+396
| +2% | +$62.6K | ﹤0.01% | 2494 |
|
|
2020
Q2 | $2.28M | Buy |
16,181
+54
| +0.3% | +$7.62K | ﹤0.01% | 2541 |
|
|
2020
Q1 | $1.87M | Buy |
16,127
+503
| +3% | +$72.9K | ﹤0.01% | 2512 |
|
|
2019
Q4 | $2.36M | Buy |
15,624
+836
| +6% | +$128K | ﹤0.01% | 2646 |
|
|
2019
Q3 | $2.16M | Buy |
14,788
+1,086
| +8% | +$167K | ﹤0.01% | 2662 |
|
|
2019
Q2 | $1.98M | Sell |
13,702
-3,756
| -22% | -$518K | ﹤0.01% | 2759 |
|
|
2019
Q1 | $2.21M | Buy |
17,458
+1,549
| +10% | +$186K | ﹤0.01% | 2692 |
|
|
2018
Q4 | $1.75M | Buy |
15,909
+2,348
| +17% | +$275K | ﹤0.01% | 2711 |
|
|
2018
Q3 | $1.71M | Buy |
13,561
+1,743
| +15% | +$235K | ﹤0.01% | 2868 |
|
|
2018
Q2 | $1.52M | Buy |
11,818
+918
| +8% | +$105K | ﹤0.01% | 2843 |
|
|
2018
Q1 | $1.04M | Buy |
10,900
+1,283
| +13% | +$123K | ﹤0.01% | 2957 |
|
|
2017
Q4 | $932K | Buy |
9,617
+1,087
| +13% | +$97.9K | ﹤0.01% | 3007 |
|
|
2017
Q3 | $725K | Buy |
8,530
+1,357
| +19% | +$111K | ﹤0.01% | 3088 |
|
|
2017
Q2 | $562K | Buy |
7,173
+2,599
| +57% | +$196K | ﹤0.01% | 3189 |
|
|
2017
Q1 | $360K | Buy |
+4,574
| New | +$356K | ﹤0.01% | 3276 |
|
|
2016
Q1 | – | Sell |
-30,667
| Closed | -$2.47M | – | 3827 |
|
|
2015
Q4 | $2.47M | Sell |
30,667
-2,895
| -9% | -$235K | ﹤0.01% | 2476 |
|
|
2015
Q3 | $2.69M | Buy |
33,562
+6,510
| +24% | +$531K | ﹤0.01% | 2445 |
|
|
2015
Q2 | $2.15M | Buy |
27,052
+8,229
| +44% | +$630K | ﹤0.01% | 2707 |
|
|
2015
Q1 | $1.41M | Buy |
18,823
+5
| +0% | +$355 | ﹤0.01% | 2759 |
|
|
2014
Q4 | $1.22M | Sell |
18,818
-197
| -1% | -$13K | ﹤0.01% | 2786 |
|
|
2014
Q3 | $1.29M | Sell |
19,015
-3,760
| -17% | -$257K | ﹤0.01% | 2683 |
|
|
2014
Q2 | $1.64M | Sell |
22,775
-5
| -0% | -$366 | ﹤0.01% | 2602 |
|
|
2014
Q1 | $1.8M | Sell |
22,780
-445
| -2% | -$35.4K | ﹤0.01% | 2524 |
|
|
2013
Q4 | $1.81M | Sell |
23,225
-2,515
| -10% | -$200K | ﹤0.01% | 2496 |
|
|
2013
Q3 | $2.04M | Sell |
25,740
-2,264
| -8% | -$175K | ﹤0.01% | 2437 |
|
|
2013
Q2 | $2.17M | Buy |
+28,004
| New | +$1.94M | ﹤0.01% | 2329 |
|
Other funds holding MORN
VPM
VCM
Ameriprise's MORN Position: Q1 2026 in Review
Ameriprise increased its Morningstar (MORN) stake by 692% in Q1 2026, buying an estimated $25.4M and bringing the position to 156,711 shares worth $26.5M. The position accounts for 0.01% of the portfolio, ranked #1230.
Ameriprise first reported a position in MORN in Q2 2013 and has held it in 45 quarters since. The position peaked at $59.5M in Q3 2023. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Ameriprise held 156,711 shares of Morningstar worth $26.5M as of Q1 2026.
- Ameriprise bought 136,930 Morningstar shares in Q1 2026, an estimated $25.4M.
- Morningstar made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1230 holding.
- Ameriprise first reported a position in Morningstar in Q2 2013 and has held it in 45 quarters since.
- Ameriprise's Morningstar position peaked at $59.5M in Q3 2023.
- 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.