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Callan Family Office’s Morningstar MORN Stock Holding History

Callan Family Office’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 		$846K Buy
5,421
+1,152
+27% +$200K 0.02% 642
2026
Q1 		$722K Buy
4,269
+1,039
+32% +$193K 0.02% 648
2025
Q4 		$702K Buy
3,230
+2,234
+224% +$484K 0.02% 660
2025
Q3 		$231K Sell
996
-2,009
-67% -$536K 0.01% 790
2025
Q2 		$943K Buy
3,005
+2,141
+248% +$634K 0.03% 421
2025
Q1 		$259K Buy
864
+82
+10% +$25.8K 0.02% 461
2024
Q4 		$263K Buy
+782
New +$267K 0.02% 524

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

Callan Family Office's MORN Position: Q2 2026 in Review

Callan Family Office increased its Morningstar (MORN) stake by 27% in Q2 2026, buying an estimated $200K and bringing the position to 5,421 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #642.

Callan Family Office first reported a position in MORN in Q4 2024 and has held it in 7 quarters since. The position peaked at $943K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Callan Family Office held 5,421 shares of Morningstar worth $846K as of Q2 2026.
  • Callan Family Office bought 1,152 Morningstar shares in Q2 2026, an estimated $200K.
  • Morningstar made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #642 holding.
  • Callan Family Office first reported a position in Morningstar in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Morningstar position peaked at $943K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.