Baird Financial Group
MORN icon

Baird Financial Group’s Morningstar MORN Stock Holding History

Baird Financial Group’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 		– Sell
-1,313
Closed -$222K – 1960
2026
Q1 		$222K Buy
+1,313
New +$244K ﹤0.01% 1738
2025
Q2 		– Sell
-9,503
Closed -$2.85M – 1824
2025
Q1 		$2.85M Buy
+9,503
New +$2.99M 0.01% 854
2024
Q3 		– Sell
-1,510
Closed -$447K – 1800
2024
Q2 		$447K Buy
1,510
+62
+4% +$18.4K ﹤0.01% 1433
2024
Q1 		$447K Sell
1,448
-242
-14% -$69.7K ﹤0.01% 1431
2023
Q4 		$484K Sell
1,690
-307
-15% -$80K ﹤0.01% 1360
2023
Q3 		$468K Sell
1,997
-25
-1% -$5.64K ﹤0.01% 1355
2023
Q2 		$396K Buy
2,022
+76
+4% +$15K ﹤0.01% 1427
2023
Q1 		$395K Buy
1,946
+262
+16% +$57.6K ﹤0.01% 1403
2022
Q4 		$365K Buy
1,684
+286
+20% +$65.2K ﹤0.01% 1397
2022
Q3 		$297K Buy
+1,398
New +$332K ﹤0.01% 1471
2022
Q1 		– Sell
-768
Closed -$263K – 1888
2021
Q4 		$263K Buy
+768
New +$238K ﹤0.01% 1727

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

Baird Financial Group's MORN Position: Q2 2026 in Review

Baird Financial Group sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,313 shares — an estimated $222K sold.

Baird Financial Group first reported a position in MORN in Q4 2021 and held it in 11 quarters. The position peaked at $2.85M in Q1 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Baird Financial Group reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 1,313 Morningstar shares in Q2 2026, an estimated $222K.
  • Baird Financial Group first reported a position in Morningstar in Q4 2021 and held it in 11 quarters.
  • Baird Financial Group's Morningstar position peaked at $2.85M in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.