Atom Investors’s Morningstar MORN Stock Holding History

Atom Investors’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	-3,863	Closed	-$896K	–	727
2025 Q3	$896K	Buy	+3,863	New	+$1.03M	0.07%	266
2025 Q2	–	Sell	-3,960	Closed	-$1.19M	–	726
2025 Q1	$1.19M	Buy	+3,960	New	+$1.25M	0.15%	186

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

Atom Investors's MORN Position: Q4 2025 in Review

Atom Investors sold out of Morningstar (MORN) in Q4 2025, closing a stake of 3,863 shares — an estimated $896K sold.

Atom Investors first reported a position in MORN in Q1 2025 and held it in 2 quarters. The position peaked at $1.19M in Q1 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Atom Investors reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 3,863 Morningstar shares in Q4 2025, an estimated $896K.
Atom Investors first reported a position in Morningstar in Q1 2025 and held it in 2 quarters.
Atom Investors's Morningstar position peaked at $1.19M in Q1 2025.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.