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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Barclays's MORN Position: Q1 2026 in Review

Barclays increased its Morningstar (MORN) stake by 20% in Q1 2026, buying an estimated $873K and bringing the position to 27,950 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Barclays first reported a position in MORN in Q2 2013 and has held it in 52 quarters since. The position peaked at $23M in Q3 2023. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Barclays held 27,950 shares of Morningstar worth $4.72M as of Q1 2026.
Barclays bought 4,698 Morningstar shares in Q1 2026, an estimated $873K.
Morningstar made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1852 holding.
Barclays first reported a position in Morningstar in Q2 2013 and has held it in 52 quarters since.
Barclays's Morningstar position peaked at $23M in Q3 2023.
443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.