AIC
MORN icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aurora Investment Counsel's MORN Position: Q1 2026 in Review

Aurora Investment Counsel reduced its Morningstar (MORN) stake by 0.74% in Q1 2026, selling an estimated $13.2K and leaving 9,525 shares worth $1.61M. The position accounts for 0.89% of the portfolio, ranked #60.

Aurora Investment Counsel first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q4 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Aurora Investment Counsel held 9,525 shares of Morningstar worth $1.61M as of Q1 2026.
  • Aurora Investment Counsel sold 71 Morningstar shares in Q1 2026, an estimated $13.2K.
  • Morningstar made up 0.89% of Aurora Investment Counsel's portfolio in Q1 2026, its #60 holding.
  • Aurora Investment Counsel first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • Aurora Investment Counsel's Morningstar position peaked at $2.09M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Aurora Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.