Capula Management’s Morningstar MORN Stock Holding History

Capula 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	-2,760	Closed	-$467K	–	981
2026 Q1	$467K	Buy	+2,760	New	+$513K	﹤0.01%	537
2024 Q3	–	Sell	-1,428	Closed	-$422K	–	583
2024 Q2	$422K	Buy	+1,428	New	+$423K	﹤0.01%	280
2023 Q3	–	Sell	-2,480	Closed	-$486K	–	609
2023 Q2	$486K	Buy	2,480 +660	+36%	+$131K	0.01%	308
2023 Q1	$370K	Buy	+1,820	New	+$400K	﹤0.01%	506
2022 Q4	–	Sell	-1,020	Closed	-$217K	–	837
2022 Q3	$217K	Buy	+1,020	New	+$243K	﹤0.01%	575

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

Capula Management's MORN Position: Q2 2026 in Review

Capula Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 2,760 shares — an estimated $467K sold.

Capula Management first reported a position in MORN in Q3 2022 and held it in 5 quarters. The position peaked at $486K in Q2 2023. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Capula Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Capula Management sold 2,760 Morningstar shares in Q2 2026, an estimated $467K.
Capula Management first reported a position in Morningstar in Q3 2022 and held it in 5 quarters.
Capula Management's Morningstar position peaked at $486K in Q2 2023.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.