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Caxton Associates (UK)’s Morningstar MORN Stock Holding History

Caxton Associates (UK)’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 		$3.78M Sell
24,236
-741
-3% -$129K 0.07% 118
2026
Q1 		$4.22M Buy
+24,977
New +$4.64M 0.1% 83

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

Caxton Associates (UK)'s MORN Position: Q2 2026 in Review

Caxton Associates (UK) reduced its Morningstar (MORN) stake by 3% in Q2 2026, selling an estimated $129K and leaving 24,236 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #118.

Caxton Associates (UK) first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.22M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Caxton Associates (UK) held 24,236 shares of Morningstar worth $3.78M as of Q2 2026.
  • Caxton Associates (UK) sold 741 Morningstar shares in Q2 2026, an estimated $129K.
  • Morningstar made up 0.07% of Caxton Associates (UK)'s portfolio in Q2 2026, its #118 holding.
  • Caxton Associates (UK) first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • Caxton Associates (UK)'s Morningstar position peaked at $4.22M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.