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Caerus Investment Advisors’s Morningstar MORN Stock Holding History

Caerus Investment Advisors’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 		$259K Buy
+1,658
New +$288K 0.09% 235
2026
Q1 		– Sell
-1,297
Closed -$282K – 340
2025
Q4 		$282K Buy
+1,297
New +$281K 0.09% 239

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

Caerus Investment Advisors's MORN Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Morningstar (MORN) in Q2 2026: 1,658 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #235 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in MORN as recently as Q4 2025.

Caerus Investment Advisors first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Caerus Investment Advisors held 1,658 shares of Morningstar worth $259K as of Q2 2026.
  • Morningstar was a new Caerus Investment Advisors position in Q2 2026.
  • Morningstar made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • Caerus Investment Advisors first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Morningstar position peaked at $282K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.