Boston Partners’s Morningstar MORN Stock Holding History

Boston Partners’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 Q3	$26M	Buy	+136,162	New	+$26.4M	0.02%	349

Other funds holding MORN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Boston Partners's MORN Position: Q3 2026 in Review

Boston Partners opened a new position in Morningstar (MORN) in Q3 2026: 136,162 shares worth $26M. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

243 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

Boston Partners held 136,162 shares of Morningstar worth $26M as of Q3 2026.
Morningstar was a new Boston Partners position in Q3 2026.
Morningstar made up 0.02% of Boston Partners's portfolio in Q3 2026, its #349 holding.
243 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Boston Partners's 13F filing for Q3 2026, filed 10 Nov 2026.