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Berkeley Inc’s Morningstar MORN Stock Holding History

Berkeley Inc’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
Q1 		$2.63M Sell
15,566
-1,816
-10% -$337K 0.88% 33
2025
Q4 		$3.78M Buy
+17,382
New +$3.76M 1.2% 30
2021
Q3 		– Sell
-911
Closed -$234K – 89
2021
Q2 		$234K Sell
911
-3,347
-79% -$812K 0.17% 76
2021
Q1 		$958K Buy
4,258
+1
+0% +$234 0.71% 42
2020
Q4 		$986K Buy
+4,257
New +$846K 0.8% 39

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Berkeley Inc's MORN Position: Q1 2026 in Review

Berkeley Inc reduced its Morningstar (MORN) stake by 10% in Q1 2026, selling an estimated $337K and leaving 15,566 shares worth $2.63M. The position accounts for 0.88% of the portfolio, ranked #33.

Berkeley Inc first reported a position in MORN in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.78M in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Berkeley Inc held 15,566 shares of Morningstar worth $2.63M as of Q1 2026.
  • Berkeley Inc sold 1,816 Morningstar shares in Q1 2026, an estimated $337K.
  • Morningstar made up 0.88% of Berkeley Inc's portfolio in Q1 2026, its #33 holding.
  • Berkeley Inc first reported a position in Morningstar in Q4 2020 and has held it in 5 quarters since.
  • Berkeley Inc's Morningstar position peaked at $3.78M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.