Bright Rock Capital Management’s Morningstar MORN Stock Holding History

Bright Rock Capital Management’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	$1.43M	Hold	7,500	–	–	0.27%	69
2026 Q2	$1.17M	Hold	7,500	–	–	0.23%	71
2026 Q1	$1.27M	Hold	7,500	–	–	0.25%	72
2025 Q4	$1.63M	Hold	7,500	–	–	0.32%	70
2025 Q3	$1.74M	Hold	7,500	–	–	0.34%	65
2025 Q2	$2.35M	Hold	7,500	–	–	0.48%	59
2025 Q1	$2.25M	Hold	7,500	–	–	0.47%	59
2024 Q4	$2.53M	Hold	7,500	–	–	0.54%	54
2024 Q3	$2.39M	Hold	7,500	–	–	0.48%	57
2024 Q2	$2.22M	Hold	7,500	–	–	0.47%	59
2024 Q1	$2.31M	Hold	7,500	–	–	0.48%	58
2023 Q4	$2.15M	Sell	7,500 -2,500	-25%	-$651K	0.49%	57
2023 Q3	$2.34M	Hold	10,000	–	–	0.57%	55
2023 Q2	$1.96M	Hold	10,000	–	–	0.46%	63
2023 Q1	$2.03M	Hold	10,000	–	–	0.51%	56
2022 Q4	$2.17M	Hold	10,000	–	–	0.56%	51
2022 Q3	$2.12M	Hold	10,000	–	–	0.6%	56
2022 Q2	$2.42M	Hold	10,000	–	–	0.65%	50
2022 Q1	$2.73M	Hold	10,000	–	–	0.64%	48
2021 Q4	$3.42M	Hold	10,000	–	–	0.78%	46
2021 Q3	$2.59M	Hold	10,000	–	–	0.65%	51
2021 Q2	$2.57M	Hold	10,000	–	–	0.62%	55
2021 Q1	$2.25M	Hold	10,000	–	–	0.58%	56
2020 Q4	$2.32M	Hold	10,000	–	–	0.63%	57
2020 Q3	$1.61M	Hold	10,000	–	–	0.48%	67
2020 Q2	$1.41M	Buy	+10,000	New	+$1.41M	0.44%	69

Other funds holding MORN

CIM

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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Bright Rock Capital Management's MORN Position: Q3 2026 in Review

Bright Rock Capital Management held its Morningstar (MORN) position steady in Q3 2026 at 7,500 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #69.

Bright Rock Capital Management first reported a position in MORN in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.42M in Q4 2021. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

Bright Rock Capital Management held 7,500 shares of Morningstar worth $1.43M as of Q3 2026.
Bright Rock Capital Management left its Morningstar share count unchanged in Q3 2026.
Morningstar made up 0.27% of Bright Rock Capital Management's portfolio in Q3 2026, its #69 holding.
Bright Rock Capital Management first reported a position in Morningstar in Q2 2020 and has held it in 26 quarters since.
Bright Rock Capital Management's Morningstar position peaked at $3.42M in Q4 2021.
19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.