Bryce Point Capital’s Morningstar MORN Stock Holding History

Bryce Point Capital’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
2025 Q2	–	Sell	-2,365	Closed	-$712K	–	232
2025 Q1	$712K	Sell	2,365 -636	-21%	-$200K	0.54%	127
2024 Q4	$1.01M	Buy	+3,001	New	+$1.02M	0.29%	132

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bryce Point Capital's MORN Position: Q2 2025 in Review

Bryce Point Capital sold out of Morningstar (MORN) in Q2 2025, closing a stake of 2,365 shares — an estimated $712K sold.

Bryce Point Capital first reported a position in MORN in Q4 2024 and held it in 2 quarters. The position peaked at $1.01M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Bryce Point Capital reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Bryce Point Capital sold 2,365 Morningstar shares in Q2 2025, an estimated $712K.
Bryce Point Capital first reported a position in Morningstar in Q4 2024 and held it in 2 quarters.
Bryce Point Capital's Morningstar position peaked at $1.01M in Q4 2024.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Bryce Point Capital's 13F filing for Q2 2025, filed 5 Aug 2025.