Barclays
MORN icon

Barclays’s Morningstar MORN Stock Holding History

Barclays’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
2018
Q4 		– Sell
-2,200
Closed -$277K – 7179
2018
Q3 		$277K Sell
2,200
-100
-4% -$13.5K ﹤0.01% 4737
2018
Q2 		$295K Buy
+2,300
New +$263K ﹤0.01% 4395
2017
Q4 		– Sell
-2,600
Closed -$221K – 7036
2017
Q3 		$221K Sell
2,600
-100
-4% -$8.15K ﹤0.01% 4344
2017
Q2 		$212K Buy
+2,700
New +$204K ﹤0.01% 4309
2016
Q2 		– Sell
-1,000
Closed -$88K – 6511
2016
Q1 		$88K Buy
+1,000
New +$79.7K ﹤0.01% 4432
2014
Q2 		– Sell
-400
Closed -$32K – 7729
2014
Q1 		$32K Buy
400
+200
+100% +$15.9K ﹤0.01% 6323
2013
Q4 		$16K Buy
200
+100
+100% +$7.95K ﹤0.01% 6822
2013
Q3 		$8K Sell
100
-700
-88% -$54.1K ﹤0.01% 6854
2013
Q2 		$62K Buy
+800
New +$55.4K ﹤0.01% 6156

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

Barclays's MORN Position: Q2 2026 in Review

Barclays reduced its Morningstar (MORN) stake by 4.8% in Q2 2026, selling an estimated $234K and leaving 26,602 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Barclays first reported a position in MORN in Q2 2013 and has held it in 53 quarters since. The position peaked at $23M in Q3 2023. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Barclays held 26,602 shares of Morningstar worth $4.15M as of Q2 2026.
  • Barclays sold 1,348 Morningstar shares in Q2 2026, an estimated $234K.
  • Morningstar made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #1942 holding.
  • Barclays first reported a position in Morningstar in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Morningstar position peaked at $23M in Q3 2023.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.