Annandale Capital’s Morningstar MORN Stock Holding History

Annandale Capital’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
2025 Q4	–	Sell	-20,084	Closed	-$4.66M	–	136
2025 Q3	$4.66M	Buy	+20,084	New	+$5.35M	0.79%	38

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Annandale Capital's MORN Position: Q4 2025 in Review

Annandale Capital sold out of Morningstar (MORN) in Q4 2025, closing a stake of 20,084 shares — an estimated $4.66M sold.

Annandale Capital first reported a position in MORN in Q3 2025 and held it in 1 quarter. The position peaked at $4.66M in Q3 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Annandale Capital reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Annandale Capital sold 20,084 Morningstar shares in Q4 2025, an estimated $4.66M.
Annandale Capital first reported a position in Morningstar in Q3 2025 and held it in 1 quarter.
Annandale Capital's Morningstar position peaked at $4.66M in Q3 2025.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Annandale Capital's 13F filing for Q4 2025, filed 12 Feb 2026.