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Aurora Investment Counsel’s Morningstar MORN Stock Holding History

Aurora Investment Counsel’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 		$1.48M Sell
9,515
-10
-0.1% -$1.74K 0.76% 73
2026
Q1 		$1.61M Sell
9,525
-71
-0.7% -$13.2K 0.89% 60
2025
Q4 		$2.09M Buy
9,596
+5,786
+152% +$1.25M 1.1% 43
2025
Q3 		$884K Buy
3,810
+720
+23% +$192K 0.46% 95
2025
Q2 		$970K Buy
+3,090
New +$915K 0.51% 93

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

Aurora Investment Counsel's MORN Position: Q2 2026 in Review

Aurora Investment Counsel reduced its Morningstar (MORN) stake by 0.1% in Q2 2026, selling an estimated $1.74K and leaving 9,515 shares worth $1.48M. The position accounts for 0.76% of the portfolio, ranked #73.

Aurora Investment Counsel first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Aurora Investment Counsel held 9,515 shares of Morningstar worth $1.48M as of Q2 2026.
  • Aurora Investment Counsel sold 10 Morningstar shares in Q2 2026, an estimated $1.74K.
  • Morningstar made up 0.76% of Aurora Investment Counsel's portfolio in Q2 2026, its #73 holding.
  • Aurora Investment Counsel first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Aurora Investment Counsel's Morningstar position peaked at $2.09M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Aurora Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.