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
2020 Q2	–	Sell	-200	Closed	-$23K	–	6010
2020 Q1	$23K	Buy	+200	New	+$29K	﹤0.01%	5601
2019 Q2	–	Sell	-100	Closed	-$13K	–	7117
2019 Q1	$13K	Sell	100 -900	-90%	-$108K	﹤0.01%	6489
2018 Q4	$110K	Sell	1,000 -1,000	-50%	-$117K	﹤0.01%	4980
2018 Q3	$252K	Buy	+2,000	New	+$270K	﹤0.01%	4822
2018 Q1	–	Sell	-200	Closed	-$19K	–	7228
2017 Q4	$19K	Hold	200	–	–	﹤0.01%	6310
2017 Q3	$17K	Buy	+200	New	+$16.3K	﹤0.01%	5867
2016 Q2	–	Sell	-100	Closed	-$9K	–	6512
2016 Q1	$9K	Buy	+100	New	+$7.97K	﹤0.01%	5510
2013 Q3	–	Sell	-100	Closed	-$8K	–	7533
2013 Q2	$8K	Buy	+100	New	+$6.93K	﹤0.01%	7215

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

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.