Choreo LLC’s Morningstar MORN Stock Holding History

Choreo LLC’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	-1,554	Closed	-$263K	–	1754
2026 Q1	$263K	Buy	+1,554	New	+$289K	﹤0.01%	1331

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

Choreo LLC's MORN Position: Q2 2026 in Review

Choreo LLC sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,554 shares — an estimated $263K sold.

Choreo LLC first reported a position in MORN in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Choreo LLC reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Choreo LLC sold 1,554 Morningstar shares in Q2 2026, an estimated $263K.
Choreo LLC first reported a position in Morningstar in Q1 2026 and held it in 1 quarter.
Choreo LLC's Morningstar position peaked at $263K in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.