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Bayforest Capital’s Morningstar MORN Stock Holding History

Bayforest Capital’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 		$77.9K Buy
+499
New +$86.7K 0.07% 497
2026
Q1 		– Sell
-219
Closed -$47.6K – 1026
2025
Q4 		$47.6K Buy
+219
New +$47.4K 0.04% 598
2025
Q3 		– Sell
-858
Closed -$269K – 850
2025
Q2 		$269K Buy
858
+3
+0.4% +$888 0.12% 320
2025
Q1 		$256K Buy
855
+140
+20% +$44.1K 0.11% 338
2024
Q4 		$241K Buy
+715
New +$244K 0.3% 87

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

Bayforest Capital's MORN Position: Q2 2026 in Review

Bayforest Capital opened a new position in Morningstar (MORN) in Q2 2026: 499 shares worth $77.9K. The stake represents 0.07% of the portfolio and ranks #497 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in MORN as recently as Q4 2025.

Bayforest Capital first reported a position in MORN in Q4 2024 and has held it in 5 quarters since. The position peaked at $269K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Bayforest Capital held 499 shares of Morningstar worth $77.9K as of Q2 2026.
  • Morningstar was a new Bayforest Capital position in Q2 2026.
  • Morningstar made up 0.07% of Bayforest Capital's portfolio in Q2 2026, its #497 holding.
  • Bayforest Capital first reported a position in Morningstar in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Morningstar position peaked at $269K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.