BlackRock’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395M | Sell |
2,338,218
-24,983
| -1% | -$4.64M | 0.01% | 1268 |
|
|
2025
Q4 | $514M | Sell |
2,363,201
-31,627
| -1% | -$6.85M | 0.01% | 1083 |
|
|
2025
Q3 | $556M | Sell |
2,394,828
-124,689
| -5% | -$33.2M | 0.01% | 1022 |
|
|
2025
Q2 | $791M | Sell |
2,519,517
-184,505
| -7% | -$54.6M | 0.02% | 752 |
|
|
2025
Q1 | $811M | Buy |
2,704,022
+36,269
| +1% | +$11.4M | 0.02% | 726 |
|
|
2024
Q4 | $898M | Buy |
2,667,753
+90,894
| +4% | +$31M | 0.02% | 710 |
|
|
2024
Q3 | $822M | Buy |
2,576,859
+40,194
| +2% | +$12.5M | 0.02% | 742 |
|
|
2024
Q2 | $750M | Buy |
2,536,665
+89,443
| +4% | +$26.5M | 0.02% | 745 |
|
|
2024
Q1 | $755M | Buy |
2,447,222
+55,179
| +2% | +$15.9M | 0.02% | 759 |
|
|
2023
Q4 | $685M | Buy |
2,392,043
+16,838
| +0.7% | +$4.39M | 0.02% | 780 |
|
|
2023
Q3 | $556M | Buy |
2,375,205
+1,226,789
| +107% | +$277M | 0.02% | 827 |
|
|
2023
Q2 | $225M | Buy |
1,148,416
+43,350
| +4% | +$8.58M | 0.01% | 1498 |
|
|
2023
Q1 | $224M | Buy |
1,105,066
+8,845
| +0.8% | +$1.94M | 0.01% | 1458 |
|
|
2022
Q4 | $237M | Buy |
1,096,221
+43,747
| +4% | +$9.97M | 0.01% | 1399 |
|
|
2022
Q3 | $223M | Sell |
1,052,474
-10,603
| -1% | -$2.52M | 0.01% | 1390 |
|
|
2022
Q2 | $257M | Sell |
1,063,077
-6,633
| -0.6% | -$1.67M | 0.01% | 1340 |
|
|
2022
Q1 | $292M | Buy |
1,069,710
+16,952
| +2% | +$4.79M | 0.01% | 1377 |
|
|
2021
Q4 | $360M | Buy |
1,052,758
+12,488
| +1% | +$3.87M | 0.01% | 1284 |
|
|
2021
Q3 | $269M | Sell |
1,040,270
-9,961
| -0.9% | -$2.62M | 0.01% | 1495 |
|
|
2021
Q2 | $270M | Sell |
1,050,231
-53,460
| -5% | -$13M | 0.01% | 1547 |
|
|
2021
Q1 | $248M | Buy |
1,103,691
+83,190
| +8% | +$19.5M | 0.01% | 1579 |
|
|
2020
Q4 | $236M | Sell |
1,020,501
-5,151
| -0.5% | -$1.02M | 0.01% | 1492 |
|
|
2020
Q3 | $165M | Sell |
1,025,652
-19,150
| -2% | -$3.03M | 0.01% | 1543 |
|
|
2020
Q2 | $147M | Buy |
1,044,802
+156,100
| +18% | +$22M | 0.01% | 1582 |
|
|
2020
Q1 | $103M | Sell |
888,702
-18,928
| -2% | -$2.74M | 0.01% | 1621 |
|
|
2019
Q4 | $137M | Sell |
907,630
-1,653
| -0.2% | -$254K | 0.01% | 1762 |
|
|
2019
Q3 | $133M | Buy |
909,283
+23,716
| +3% | +$3.65M | 0.01% | 1710 |
|
|
2019
Q2 | $128M | Buy |
885,567
+69,173
| +8% | +$9.55M | 0.01% | 1744 |
|
|
2019
Q1 | $103M | Buy |
816,394
+6,854
| +0.8% | +$824K | ﹤0.01% | 1858 |
|
|
2018
Q4 | $88.9M | Buy |
809,540
+15,027
| +2% | +$1.76M | ﹤0.01% | 1880 |
|
|
2018
Q3 | $100M | Buy |
794,513
+11,145
| +1% | +$1.5M | ﹤0.01% | 1971 |
|
|
2018
Q2 | $100M | Buy |
783,368
+20,979
| +3% | +$2.4M | ﹤0.01% | 1934 |
|
|
2018
Q1 | $72.8M | Sell |
762,389
-2,038
| -0.3% | -$196K | ﹤0.01% | 2044 |
|
|
2017
Q4 | $74.1M | Sell |
764,427
-4,724
| -0.6% | -$425K | ﹤0.01% | 2048 |
|
|
2017
Q3 | $65.4M | Sell |
769,151
-44,919
| -6% | -$3.66M | ﹤0.01% | 2106 |
|
|
2017
Q2 | $63.8M | Buy |
814,070
+103,226
| +15% | +$7.79M | ﹤0.01% | 2092 |
|
|
2017
Q1 | $55.9M | Buy |
710,844
+697,844
| +5,368% | +$54.3M | ﹤0.01% | 2149 |
|
|
2016
Q4 | $956K | Buy |
13,000
+1,847
| +17% | +$136K | ﹤0.01% | 1508 |
|
|
2016
Q3 | $885K | Buy |
11,153
+5,751
| +106% | +$473K | ﹤0.01% | 1544 |
|
|
2016
Q2 | $442K | Buy |
5,402
+3,084
| +133% | +$258K | ﹤0.01% | 1718 |
|
|
2016
Q1 | $205K | Buy |
2,318
+1,517
| +189% | +$121K | ﹤0.01% | 1730 |
|
|
2015
Q4 | $64K | Buy |
801
+111
| +16% | +$8.99K | ﹤0.01% | 1927 |
|
|
2015
Q3 | $55K | Buy |
690
+136
| +25% | +$11.1K | ﹤0.01% | 1876 |
|
|
2015
Q2 | $44K | Sell |
554
-36
| -6% | -$2.76K | ﹤0.01% | 2028 |
|
|
2015
Q1 | $44K | Sell |
590
-58
| -9% | -$4.12K | ﹤0.01% | 2007 |
|
|
2014
Q4 | $42K | Sell |
648
-49
| -7% | -$3.25K | ﹤0.01% | 2019 |
|
|
2014
Q3 | $47K | Buy |
697
+107
| +18% | +$7.32K | ﹤0.01% | 1938 |
|
|
2014
Q2 | $43K | Sell |
590
-917
| -61% | -$67K | ﹤0.01% | 2006 |
|
|
2014
Q1 | $119K | Buy |
1,507
+222
| +17% | +$17.7K | ﹤0.01% | 1674 |
|
|
2013
Q4 | $101K | Sell |
1,285
-18
| -1% | -$1.43K | ﹤0.01% | 1751 |
|
|
2013
Q3 | $103K | Hold |
1,303
| – | – | ﹤0.01% | 1654 |
|
|
2013
Q2 | $101K | Buy |
+1,303
| New | +$90.3K | ﹤0.01% | 1660 |
|
Other funds holding MORN
VPM
VCM
