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Ameritas Investment Partners’s Morningstar MORN Stock Holding History

Ameritas Investment Partners’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 		$633K Sell
4,059
-170
-4% -$29.5K 0.02% 805
2026
Q1 		$715K Sell
4,229
-143
-3% -$26.6K 0.02% 723
2025
Q4 		$950K Sell
4,372
-214
-5% -$46.3K 0.03% 634
2025
Q3 		$1.06M Sell
4,586
-582
-11% -$155K 0.03% 586
2025
Q2 		$1.62M Sell
5,168
-148
-3% -$43.8K 0.05% 415
2025
Q1 		$1.59M Sell
5,316
-95
-2% -$29.9K 0.05% 415
2024
Q4 		$1.82M Sell
5,411
-135
-2% -$46.1K 0.06% 370
2024
Q3 		$1.77M Hold
5,546
– – 0.06% 392
2024
Q2 		$1.64M Sell
5,546
-205
-4% -$60.7K 0.06% 394
2024
Q1 		$1.77M Hold
5,751
– – 0.06% 384
2023
Q4 		$1.65M Sell
5,751
-84
-1% -$21.9K 0.06% 385
2023
Q3 		$1.37M Buy
+5,835
New +$1.32M 0.05% 425

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameritas Investment Partners's MORN Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Morningstar (MORN) stake by 4% in Q2 2026, selling an estimated $29.5K and leaving 4,059 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #805.

Ameritas Investment Partners first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Ameritas Investment Partners held 4,059 shares of Morningstar worth $633K as of Q2 2026.
  • Ameritas Investment Partners sold 170 Morningstar shares in Q2 2026, an estimated $29.5K.
  • Morningstar made up 0.02% of Ameritas Investment Partners's portfolio in Q2 2026, its #805 holding.
  • Ameritas Investment Partners first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
  • Ameritas Investment Partners's Morningstar position peaked at $1.82M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.