ACM
MORN icon

Aster Capital Management’s Morningstar MORN Stock Holding History

Aster 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
2026
Q2 		$59.3K Buy
380
+58
+18% +$10.1K 0.01% 535
2026
Q1 		$96.6K Sell
322
-405
-56% -$75.2K 0.03% 337
2025
Q4 		$158K Sell
727
-714
-50% -$155K 0.07% 271
2025
Q3 		$334K Buy
1,441
+318
+28% +$84.8K 0.17% 169
2025
Q2 		$353K Buy
+1,123
New +$332K 0.08% 274
2025
Q1 		– Sell
-163
Closed -$54.9K – 1527
2024
Q4 		$54.9K Sell
163
-93
-36% -$31.7K 0.02% 476
2024
Q3 		$81.7K Buy
+256
New +$79.6K 0.02% 406

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

Aster Capital Management's MORN Position: Q2 2026 in Review

Aster Capital Management increased its Morningstar (MORN) stake by 18% in Q2 2026, buying an estimated $10.1K and bringing the position to 380 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #535.

Aster Capital Management first reported a position in MORN in Q3 2024 and has held it in 7 quarters since. The position peaked at $353K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Aster Capital Management held 380 shares of Morningstar worth $59.3K as of Q2 2026.
  • Aster Capital Management bought 58 Morningstar shares in Q2 2026, an estimated $10.1K.
  • Morningstar made up 0.01% of Aster Capital Management's portfolio in Q2 2026, its #535 holding.
  • Aster Capital Management first reported a position in Morningstar in Q3 2024 and has held it in 7 quarters since.
  • Aster Capital Management's Morningstar position peaked at $353K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.