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Bridgewater Associates’s Morningstar MORN Stock Holding History

Bridgewater Associates’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 		$663K Buy
+4,249
New +$738K ﹤0.01% 890
2023
Q1 		– Sell
-2,269
Closed -$491K – 828
2022
Q4 		$491K Buy
2,269
+513
+29% +$117K ﹤0.01% 723
2022
Q3 		$373K Sell
1,756
-1,226
-41% -$292K ﹤0.01% 806
2022
Q2 		$721K Buy
2,982
+522
+21% +$132K ﹤0.01% 853
2022
Q1 		$672K Buy
+2,460
New +$695K ﹤0.01% 857
2019
Q4 		– Sell
-2,297
Closed -$336K – 545
2019
Q3 		$336K Buy
+2,297
New +$354K ﹤0.01% 297
2019
Q1 		– Sell
-12,848
Closed -$1.41M – 433
2018
Q4 		$1.41M Buy
12,848
+11,070
+623% +$1.3M 0.01% 291
2018
Q3 		$224K Sell
1,778
-3,281
-65% -$442K ﹤0.01% 344
2018
Q2 		$649K Sell
5,059
-6,344
-56% -$725K 0.01% 295
2018
Q1 		$1.09M Buy
+11,403
New +$1.1M 0.01% 257

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

Bridgewater Associates's MORN Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Morningstar (MORN) in Q2 2026: 4,249 shares worth $663K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in MORN as recently as Q4 2022.

Bridgewater Associates first reported a position in MORN in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2018. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Bridgewater Associates held 4,249 shares of Morningstar worth $663K as of Q2 2026.
  • Morningstar was a new Bridgewater Associates position in Q2 2026.
  • Morningstar made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #890 holding.
  • Bridgewater Associates first reported a position in Morningstar in Q1 2018 and has held it in 10 quarters since.
  • Bridgewater Associates's Morningstar position peaked at $1.41M in Q4 2018.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.