Ancora Advisors’s Morningstar MORN Stock Holding History

Ancora Advisors’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	–	Sell	-44	Closed	-$7.44K	–	2228
2026 Q1	$7.44K	Sell	44 -168	-79%	-$31.2K	﹤0.01%	1857
2025 Q4	$46.1K	Buy	+212	New	+$45.9K	﹤0.01%	1172

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Ancora Advisors's MORN Position: Q2 2026 in Review

Ancora Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 44 shares — an estimated $7.44K sold.

Ancora Advisors first reported a position in MORN in Q4 2025 and held it in 2 quarters. The position peaked at $46.1K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Ancora Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 44 Morningstar shares in Q2 2026, an estimated $7.44K.
Ancora Advisors first reported a position in Morningstar in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Morningstar position peaked at $46.1K in Q4 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.