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B. Metzler seel. Sohn & Co’s Morningstar MORN Stock Holding History

B. Metzler seel. Sohn & Co’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 		– Sell
-5,410
Closed -$1.18M – 738
2025
Q4 		$1.18M Buy
5,410
+680
+14% +$147K 0.01% 518
2025
Q3 		$1.1M Sell
4,730
-3,358
-42% -$895K 0.01% 523
2025
Q2 		$2.54M Sell
8,088
-429
-5% -$127K 0.02% 330
2025
Q1 		$2.55M Sell
8,517
-252
-3% -$79.4K 0.03% 301
2024
Q4 		$2.95M Sell
8,769
-1,199
-12% -$409K 0.03% 273
2024
Q3 		$3.18M Buy
9,968
+1,185
+13% +$368K 0.03% 284
2024
Q2 		$2.6M Buy
8,783
+179
+2% +$53K 0.03% 322
2024
Q1 		$2.65M Buy
8,604
+92
+1% +$26.5K 0.03% 326
2023
Q4 		$2.44M Buy
8,512
+450
+6% +$117K 0.03% 323
2023
Q3 		$1.89M Sell
8,062
-7,402
-48% -$1.67M 0.03% 332
2023
Q2 		$3.03M Buy
15,464
+7,268
+89% +$1.44M 0.04% 294
2023
Q1 		$1.66M Sell
8,196
-1,431
-15% -$315K 0.03% 346
2022
Q4 		$2.09M Buy
9,627
+2,666
+38% +$608K 0.04% 289
2022
Q3 		$1.48M Sell
6,961
-353
-5% -$83.9K 0.03% 348
2022
Q2 		$1.77M Sell
7,314
-1,319
-15% -$332K 0.03% 324
2022
Q1 		$2.36M Buy
8,633
+9
+0.1% +$2.54K 0.03% 301
2021
Q4 		$2.95M Sell
8,624
-2,018
-19% -$625K 0.04% 261
2021
Q3 		$2.76M Buy
10,642
+789
+8% +$207K 0.04% 252
2021
Q2 		$2.53M Sell
9,853
-179
-2% -$43.4K 0.04% 257
2021
Q1 		$2.26M Hold
10,032
– – 0.04% 277
2020
Q4 		$2.3M Buy
+10,032
New +$1.99M 0.04% 244

Other funds holding MORN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

B. Metzler seel. Sohn & Co's MORN Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co sold out of Morningstar (MORN) in Q1 2026, closing a stake of 5,410 shares — an estimated $1.18M sold.

B. Metzler seel. Sohn & Co first reported a position in MORN in Q4 2020 and held it in 21 quarters. The position peaked at $3.18M in Q3 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • B. Metzler seel. Sohn & Co reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 5,410 Morningstar shares in Q1 2026, an estimated $1.18M.
  • B. Metzler seel. Sohn & Co first reported a position in Morningstar in Q4 2020 and held it in 21 quarters.
  • B. Metzler seel. Sohn & Co's Morningstar position peaked at $3.18M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.