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Brooklyn Investment Group’s Morningstar MORN Stock Holding History

Brooklyn Investment Group’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
Q1 		$1.48M Buy
8,732
+7,416
+564% +$1.38M 0.05% 386
2025
Q4 		$288K Buy
+1,316
New +$285K 0.01% 1072
2025
Q3 		– Sell
-74
Closed -$23.2K – 1917
2025
Q2 		$23.2K Hold
74
– – ﹤0.01% 1758
2025
Q1 		$22.2K Buy
74
+44
+147% +$13.9K ﹤0.01% 1109
2024
Q4 		$10.1K Buy
30
+5
+20% +$1.71K ﹤0.01% 975
2024
Q3 		$7.98K Buy
+25
New +$7.77K ﹤0.01% 811

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Brooklyn Investment Group's MORN Position: Q1 2026 in Review

Brooklyn Investment Group increased its Morningstar (MORN) stake by 564% in Q1 2026, buying an estimated $1.38M and bringing the position to 8,732 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #386.

Brooklyn Investment Group first reported a position in MORN in Q3 2024 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Brooklyn Investment Group held 8,732 shares of Morningstar worth $1.48M as of Q1 2026.
  • Brooklyn Investment Group bought 7,416 Morningstar shares in Q1 2026, an estimated $1.38M.
  • Morningstar made up 0.05% of Brooklyn Investment Group's portfolio in Q1 2026, its #386 holding.
  • Brooklyn Investment Group first reported a position in Morningstar in Q3 2024 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.