Citadel Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $592K | Sell |
3,500
-4,100
| -54% | -$762K | ﹤0.01% | 8887 |
|
|
2025
Q4 | $1.65M | Sell |
7,600
-400
| -5% | -$86.6K | ﹤0.01% | 6309 |
|
|
2025
Q3 | $1.86M | Buy |
8,000
+7,100
| +789% | +$1.89M | ﹤0.01% | 6233 |
|
|
2025
Q2 | $283K | Sell |
900
-200
| -18% | -$59.2K | ﹤0.01% | 9940 |
|
|
2025
Q1 | $330K | Sell |
1,100
-200
| -15% | -$63K | ﹤0.01% | 9374 |
|
|
2024
Q4 | $438K | Buy |
1,300
+400
| +44% | +$137K | ﹤0.01% | 8850 |
|
|
2024
Q3 | $287K | Sell |
900
-1,600
| -64% | -$497K | ﹤0.01% | 9423 |
|
|
2024
Q2 | $740K | Sell |
2,500
-800
| -24% | -$237K | ﹤0.01% | 7243 |
|
|
2024
Q1 | $1.02M | Sell |
3,300
-11,600
| -78% | -$3.34M | ﹤0.01% | 6881 |
|
|
2023
Q4 | $4.26M | Sell |
14,900
-6,200
| -29% | -$1.62M | ﹤0.01% | 4040 |
|
|
2023
Q3 | $4.94M | Sell |
21,100
-10,600
| -33% | -$2.39M | ﹤0.01% | 3663 |
|
|
2023
Q2 | $6.22M | Buy |
31,700
+28,200
| +806% | +$5.58M | ﹤0.01% | 3314 |
|
|
2023
Q1 | $711K | Buy |
3,500
+1,500
| +75% | +$330K | ﹤0.01% | 7532 |
|
|
2022
Q4 | $433K | Sell |
2,000
-6,400
| -76% | -$1.46M | ﹤0.01% | 8546 |
|
|
2022
Q3 | $1.78M | Sell |
8,400
-4,200
| -33% | -$999K | ﹤0.01% | 5811 |
|
|
2022
Q2 | $3.05M | Buy |
12,600
+4,200
| +50% | +$1.06M | ﹤0.01% | 4731 |
|
|
2022
Q1 | $2.29M | Buy |
8,400
+5,600
| +200% | +$1.58M | ﹤0.01% | 5790 |
|
|
2021
Q4 | $958K | Sell |
2,800
-5,300
| -65% | -$1.64M | ﹤0.01% | 8079 |
|
|
2021
Q3 | $2.1M | Buy |
8,100
+5,400
| +200% | +$1.42M | ﹤0.01% | 6238 |
|
|
2021
Q2 | $694K | Buy |
2,700
+300
| +13% | +$72.8K | ﹤0.01% | 9260 |
|
|
2021
Q1 | $540K | Buy |
2,400
+1,300
| +118% | +$305K | ﹤0.01% | 9509 |
|
|
2020
Q4 | $255K | Buy |
+1,100
| New | +$219K | ﹤0.01% | 9359 |
|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$219K | – | 9502 |
|
|
2019
Q3 | $219K | Sell |
1,500
-900
| -38% | -$139K | ﹤0.01% | 8038 |
|
|
2019
Q2 | $347K | Sell |
2,400
-51,500
| -96% | -$7.11M | ﹤0.01% | 7366 |
|
|
2019
Q1 | $6.79M | Buy |
53,900
+50,200
| +1,357% | +$6.03M | ﹤0.01% | 2564 |
|
|
2018
Q4 | $406K | Sell |
3,700
-1,200
| -24% | -$141K | ﹤0.01% | 6740 |
|
|
2018
Q3 | $617K | Sell |
4,900
-5,200
| -51% | -$701K | ﹤0.01% | 6359 |
|
|
2018
Q2 | $1.29M | Sell |
10,100
-9,500
| -48% | -$1.09M | ﹤0.01% | 4779 |
|
|
2018
Q1 | $1.87M | Buy |
19,600
+13,900
| +244% | +$1.34M | ﹤0.01% | 3832 |
|
|
2017
Q4 | $553K | Buy |
5,700
+1,800
| +46% | +$162K | ﹤0.01% | 5499 |
|
|
2017
Q3 | $331K | Buy |
+3,900
| New | +$318K | ﹤0.01% | 5910 |
|
|
2016
Q2 | – | Sell |
-4,300
| Closed | -$380K | – | 7174 |
|
|
2016
Q1 | $380K | Buy |
4,300
+2,800
| +187% | +$223K | ﹤0.01% | 4787 |
|
|
2015
Q4 | $121K | Sell |
1,500
-600
| -29% | -$48.6K | ﹤0.01% | 6477 |
|
|
2015
Q3 | $169K | Sell |
2,100
-100
| -5% | -$8.16K | ﹤0.01% | 6363 |
|
|
2015
Q2 | $175K | Buy |
2,200
+1,900
| +633% | +$146K | ﹤0.01% | 6488 |
|
|
2015
Q1 | $22K | Buy |
+300
| New | +$21.3K | ﹤0.01% | 7848 |
|
|
2014
Q3 | – | Sell |
-2,800
| Closed | -$201K | – | 8292 |
|
|
2014
Q2 | $201K | Buy |
2,800
+300
| +12% | +$21.9K | ﹤0.01% | 5564 |
|
|
2014
Q1 | $198K | Buy |
2,500
+1,800
| +257% | +$143K | ﹤0.01% | 5524 |
|
|
2013
Q4 | $55K | Buy |
700
+400
| +133% | +$31.8K | ﹤0.01% | 5983 |
|
|
2013
Q3 | $24K | Sell |
300
-3,200
| -91% | -$247K | ﹤0.01% | 6130 |
|
|
2013
Q2 | $272K | Buy |
+3,500
| New | +$243K | ﹤0.01% | 4384 |
|
Other funds holding MORN
VPM
VCM
Citadel Advisors's MORN Position: Q1 2026 in Review
Citadel Advisors opened a new position in Morningstar (MORN) in Q1 2026: 23,650 shares worth $4M. The stake represents ﹤0.01% of the portfolio and ranks #4711 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MORN as recently as Q3 2025.
Citadel Advisors first reported a position in MORN in Q2 2013 and has held it in 49 quarters since. The position peaked at $37.7M in Q3 2024. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Citadel Advisors held 23,650 shares of Morningstar worth $4M as of Q1 2026.
- Morningstar was a new Citadel Advisors position in Q1 2026.
- Morningstar made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4711 holding.
- Citadel Advisors first reported a position in Morningstar in Q2 2013 and has held it in 49 quarters since.
- Citadel Advisors's Morningstar position peaked at $37.7M in Q3 2024.
- 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.