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CenterBook Partners’s Morningstar MORN Stock Holding History

CenterBook Partners’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
Q1 		$884K Buy
5,232
+2,943
+129% +$547K 0.05% 378
2025
Q4 		$497K Sell
2,289
-2,443
-52% -$529K 0.02% 485
2025
Q3 		$1.1M Buy
+4,732
New +$1.26M 0.05% 360

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CenterBook Partners's MORN Position: Q1 2026 in Review

CenterBook Partners increased its Morningstar (MORN) stake by 129% in Q1 2026, buying an estimated $547K and bringing the position to 5,232 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #378.

CenterBook Partners first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q3 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • CenterBook Partners held 5,232 shares of Morningstar worth $884K as of Q1 2026.
  • CenterBook Partners bought 2,943 Morningstar shares in Q1 2026, an estimated $547K.
  • Morningstar made up 0.05% of CenterBook Partners's portfolio in Q1 2026, its #378 holding.
  • CenterBook Partners first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • CenterBook Partners's Morningstar position peaked at $1.1M in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.