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 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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bright Rock Capital Management's MORN Position: Q2 2026 in Review

Bright Rock Capital Management held its Morningstar (MORN) position steady in Q2 2026 at 7,500 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #71.

Bright Rock Capital Management first reported a position in MORN in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.42M in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Bright Rock Capital Management held 7,500 shares of Morningstar worth $1.17M as of Q2 2026.
Bright Rock Capital Management left its Morningstar share count unchanged in Q2 2026.
Morningstar made up 0.23% of Bright Rock Capital Management's portfolio in Q2 2026, its #71 holding.
Bright Rock Capital Management first reported a position in Morningstar in Q2 2020 and has held it in 25 quarters since.
Bright Rock Capital Management's Morningstar position peaked at $3.42M in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.