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Caitong International Asset Management’s Morningstar MORN Stock Holding History

Caitong International Asset 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
Q1 		– Sell
-3
Closed -$652 – 2878
2025
Q4 		$652 Sell
3
-383
-99% -$82.9K ﹤0.01% 1431
2025
Q3 		$89.6K Buy
386
+354
+1,106% +$94.4K 0.06% 189
2025
Q2 		$10K Sell
32
-357
-92% -$106K 0.01% 725
2025
Q1 		$117K Buy
389
+387
+19,350% +$122K 0.09% 235
2024
Q4 		$674 Buy
+2
New +$683 ﹤0.01% 1407

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Caitong International Asset Management's MORN Position: Q1 2026 in Review

Caitong International Asset Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 3 shares — an estimated $652 sold.

Caitong International Asset Management first reported a position in MORN in Q4 2024 and held it in 5 quarters. The position peaked at $117K in Q1 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Caitong International Asset Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 3 Morningstar shares in Q1 2026, an estimated $652.
  • Caitong International Asset Management first reported a position in Morningstar in Q4 2024 and held it in 5 quarters.
  • Caitong International Asset Management's Morningstar position peaked at $117K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.