Claret Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Other funds holding MORN
Claret Asset Management's MORN Position: Q2 2026 in Review
Claret Asset Management opened a new position in Morningstar (MORN) in Q2 2026: 1,448 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in MORN as recently as Q2 2025.
Claret Asset Management first reported a position in MORN in Q4 2023 and has held it in 8 quarters since. The position peaked at $233K in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Claret Asset Management held 1,448 shares of Morningstar worth $226K as of Q2 2026.
- Morningstar was a new Claret Asset Management position in Q2 2026.
- Morningstar made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #371 holding.
- Claret Asset Management first reported a position in Morningstar in Q4 2023 and has held it in 8 quarters since.
- Claret Asset Management's Morningstar position peaked at $233K in Q2 2025.
- 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.