CFM
MORN icon

Catalyst Funds Management’s Morningstar MORN Stock Holding History

Catalyst Funds 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 		$242K Buy
+1,550
New +$269K 0.01% 547
2025
Q4 		– Sell
-900
Closed -$209K – 489
2025
Q3 		$209K Buy
+900
New +$240K 0.03% 413
2025
Q1 		– Sell
-1,625
Closed -$547K – 539
2024
Q4 		$547K Buy
+1,625
New +$555K 0.13% 147

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

Catalyst Funds Management's MORN Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Morningstar (MORN) in Q2 2026: 1,550 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in MORN as recently as Q3 2025.

Catalyst Funds Management first reported a position in MORN in Q4 2024 and has held it in 3 quarters since. The position peaked at $547K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Catalyst Funds Management held 1,550 shares of Morningstar worth $242K as of Q2 2026.
  • Morningstar was a new Catalyst Funds Management position in Q2 2026.
  • Morningstar made up 0.01% of Catalyst Funds Management's portfolio in Q2 2026, its #547 holding.
  • Catalyst Funds Management first reported a position in Morningstar in Q4 2024 and has held it in 3 quarters since.
  • Catalyst Funds Management's Morningstar position peaked at $547K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.