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 | $1.47M | Buy |
8,700
+5,100
| +142% | +$947K | ﹤0.01% | 6757 |
|
|
2025
Q4 | $782K | Buy |
3,600
+1,900
| +112% | +$411K | ﹤0.01% | 7963 |
|
|
2025
Q3 | $394K | Buy |
+1,700
| New | +$453K | ﹤0.01% | 9700 |
|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$300K | – | 14111 |
|
|
2025
Q1 | $300K | Buy |
1,000
+200
| +25% | +$63K | ﹤0.01% | 9600 |
|
|
2024
Q4 | $269K | Buy |
800
+200
| +33% | +$68.3K | ﹤0.01% | 9872 |
|
|
2024
Q3 | $191K | Buy |
600
+200
| +50% | +$62.1K | ﹤0.01% | 10217 |
|
|
2024
Q2 | $118K | Hold |
400
| – | – | ﹤0.01% | 10671 |
|
|
2024
Q1 | $123K | Sell |
400
-43,700
| -99% | -$12.6M | ﹤0.01% | 11072 |
|
|
2023
Q4 | $12.6M | Buy |
44,100
+5,600
| +15% | +$1.46M | ﹤0.01% | 2548 |
|
|
2023
Q3 | $9.02M | Buy |
38,500
+29,700
| +338% | +$6.71M | ﹤0.01% | 2819 |
|
|
2023
Q2 | $1.73M | Buy |
8,800
+5,900
| +203% | +$1.17M | ﹤0.01% | 5423 |
|
|
2023
Q1 | $589K | Buy |
2,900
+1,800
| +164% | +$396K | ﹤0.01% | 7982 |
|
|
2022
Q4 | $238K | Sell |
1,100
-47,700
| -98% | -$10.9M | ﹤0.01% | 9796 |
|
|
2022
Q3 | $10.4M | Buy |
48,800
+40,800
| +510% | +$9.7M | ﹤0.01% | 2706 |
|
|
2022
Q2 | $1.94M | Sell |
8,000
-3,300
| -29% | -$832K | ﹤0.01% | 5614 |
|
|
2022
Q1 | $3.09M | Buy |
11,300
+6,200
| +122% | +$1.75M | ﹤0.01% | 5107 |
|
|
2021
Q4 | $1.74M | Buy |
5,100
+3,400
| +200% | +$1.05M | ﹤0.01% | 6563 |
|
|
2021
Q3 | $440K | Buy |
1,700
+200
| +13% | +$52.5K | ﹤0.01% | 10192 |
|
|
2021
Q2 | $386K | Sell |
1,500
-5,500
| -79% | -$1.33M | ﹤0.01% | 10653 |
|
|
2021
Q1 | $1.57M | Buy |
7,000
+200
| +3% | +$46.9K | ﹤0.01% | 6985 |
|
|
2020
Q4 | $1.57M | Buy |
+6,800
| New | +$1.35M | ﹤0.01% | 5876 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$212K | – | 9952 |
|
|
2019
Q4 | $212K | Sell |
1,400
-4,700
| -77% | -$722K | ﹤0.01% | 8085 |
|
|
2019
Q3 | $891K | Buy |
6,100
+2,500
| +69% | +$385K | ﹤0.01% | 5789 |
|
|
2019
Q2 | $521K | Hold |
3,600
| – | – | ﹤0.01% | 6764 |
|
|
2019
Q1 | $454K | Sell |
3,600
-2,800
| -44% | -$337K | ﹤0.01% | 6949 |
|
|
2018
Q4 | $703K | Hold |
6,400
| – | – | ﹤0.01% | 5872 |
|
|
2018
Q3 | $806K | Sell |
6,400
-2,600
| -29% | -$350K | ﹤0.01% | 5918 |
|
|
2018
Q2 | $1.15M | Sell |
9,000
-9,300
| -51% | -$1.06M | ﹤0.01% | 4967 |
|
|
2018
Q1 | $1.75M | Buy |
+18,300
| New | +$1.76M | ﹤0.01% | 3945 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$8K | – | 7524 |
|
|
2015
Q4 | $8K | Buy |
+100
| New | +$8.1K | ﹤0.01% | 8340 |
|
|
2015
Q1 | – | Sell |
-900
| Closed | -$58K | – | 8726 |
|
|
2014
Q4 | $58K | Buy |
+900
| New | +$59.6K | ﹤0.01% | 7084 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$36K | – | 8293 |
|
|
2014
Q2 | $36K | Sell |
500
-1,100
| -69% | -$80.4K | ﹤0.01% | 6963 |
|
|
2014
Q1 | $126K | Sell |
1,600
-1,500
| -48% | -$119K | ﹤0.01% | 5968 |
|
|
2013
Q4 | $242K | Sell |
3,100
-400
| -11% | -$31.8K | ﹤0.01% | 4824 |
|
|
2013
Q3 | $277K | Buy |
3,500
+1,200
| +52% | +$92.8K | ﹤0.01% | 4447 |
|
|
2013
Q2 | $178K | Buy |
+2,300
| New | +$159K | ﹤0.01% | 4758 |
|
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.