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Annis Gardner Whiting Capital Advisors’s Morningstar MORN Stock Holding History

Annis Gardner Whiting Capital 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
-410
Closed -$69.3K – 902
2026
Q1 		$69.3K Sell
410
-48
-10% -$8.92K 0.01% 517
2025
Q4 		$99.5K Sell
458
-106
-19% -$23K 0.02% 406
2025
Q3 		$131K Buy
+564
New +$150K 0.03% 339

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

Annis Gardner Whiting Capital Advisors's MORN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 410 shares — an estimated $69.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MORN in Q3 2025 and held it in 3 quarters. The position peaked at $131K in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 410 Morningstar shares in Q2 2026, an estimated $69.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Morningstar in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Morningstar position peaked at $131K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.