Calamos Wealth Management’s Morningstar MORN Stock Holding History

Calamos Wealth 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 Q2	–	Sell	-1,881	Closed	-$318K	–	537
2026 Q1	$318K	Buy	+1,881	New	+$349K	0.01%	369

Other funds holding MORN

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Calamos Wealth Management's MORN Position: Q2 2026 in Review

Calamos Wealth Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,881 shares — an estimated $318K sold.

Calamos Wealth Management first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $318K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Calamos Wealth Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Calamos Wealth Management sold 1,881 Morningstar shares in Q2 2026, an estimated $318K.
Calamos Wealth Management first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
Calamos Wealth Management's Morningstar position peaked at $318K in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.