Baker Avenue Asset Management’s Morningstar MORN Stock Holding History

Baker Avenue Asset Management’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	$363K	Buy	2,329 +877	+60%	+$152K	0.01%	616
2026 Q1	$245K	Sell	1,452 -169	-10%	-$31.4K	0.01%	670
2025 Q4	$352K	Buy	+1,621	New	+$351K	0.01%	459
2023 Q4	–	Sell	-2	Closed	-$468	–	1058
2023 Q3	$468	Hold	2	–	–	﹤0.01%	1477
2023 Q2	$392	Hold	2	–	–	﹤0.01%	1488
2023 Q1	$406	Hold	2	–	–	﹤0.01%	1517
2022 Q4	$433	Buy	+2	New	+$456	﹤0.01%	1395

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Baker Avenue Asset Management's MORN Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Morningstar (MORN) stake by 60% in Q2 2026, buying an estimated $152K and bringing the position to 2,329 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #616.

Baker Avenue Asset Management first reported a position in MORN in Q4 2022 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Baker Avenue Asset Management held 2,329 shares of Morningstar worth $363K as of Q2 2026.
Baker Avenue Asset Management bought 877 Morningstar shares in Q2 2026, an estimated $152K.
Morningstar made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #616 holding.
Baker Avenue Asset Management first reported a position in Morningstar in Q4 2022 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.