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Aquatic Capital Management’s Morningstar MORN Stock Holding History

Aquatic Capital Management’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
-22,747
Closed -$5.28M – 1626
2025
Q3 		$5.28M Buy
22,747
+13,774
+154% +$3.67M 0.1% 253
2025
Q2 		$2.82M Sell
8,973
-4,138
-32% -$1.22M 0.06% 380
2025
Q1 		$3.93M Buy
13,111
+10,432
+389% +$3.28M 0.1% 264
2024
Q4 		$902K Sell
2,679
-801
-23% -$273K 0.02% 579
2024
Q3 		$1.11M Buy
+3,480
New +$1.08M 0.03% 482
2024
Q2 		– Sell
-2,800
Closed -$863K – 1464
2024
Q1 		$863K Buy
2,800
+2,400
+600% +$691K 0.03% 416
2023
Q4 		$114K Buy
+400
New +$104K ﹤0.01% 978
2023
Q3 		– Sell
-300
Closed -$59K – 1499
2023
Q2 		$59K Sell
300
-200
-40% -$39.6K ﹤0.01% 960
2023
Q1 		$102K Sell
500
-2,700
-84% -$594K 0.01% 743
2022
Q4 		$693K Buy
3,200
+800
+33% +$182K 0.05% 417
2022
Q3 		$510K Buy
2,400
+2,000
+500% +$476K 0.05% 401
2022
Q2 		$97K Buy
+400
New +$101K 0.03% 487
2022
Q1 		– Sell
-200
Closed -$68K – 1350
2021
Q4 		$68K Buy
+200
New +$61.9K 0.13% 218

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Aquatic Capital Management's MORN Position: Q4 2025 in Review

Aquatic Capital Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 22,747 shares — an estimated $5.28M sold.

Aquatic Capital Management first reported a position in MORN in Q4 2021 and held it in 13 quarters. The position peaked at $5.28M in Q3 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Aquatic Capital Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 22,747 Morningstar shares in Q4 2025, an estimated $5.28M.
  • Aquatic Capital Management first reported a position in Morningstar in Q4 2021 and held it in 13 quarters.
  • Aquatic Capital Management's Morningstar position peaked at $5.28M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.