Caitong International Asset Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.4K Buy
+41
New +$7.13K ﹤0.01% 1251
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

Caitong International Asset Management's MORN Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Morningstar (MORN) in Q2 2026: 41 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in MORN as recently as Q4 2025.

Caitong International Asset Management first reported a position in MORN in Q4 2024 and has held it in 6 quarters since. The position peaked at $117K in Q1 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Caitong International Asset Management held 41 shares of Morningstar worth $6.4K as of Q2 2026.
  • Morningstar was a new Caitong International Asset Management position in Q2 2026.
  • Morningstar made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1251 holding.
  • Caitong International Asset Management first reported a position in Morningstar in Q4 2024 and has held it in 6 quarters since.
  • Caitong International Asset Management's Morningstar position peaked at $117K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.