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Congress Asset Management’s Morningstar MORN Stock Holding History

Congress Asset Management’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
-77,405
Closed -$13.1M – 409
2026
Q1 		$13.1M Buy
77,405
+2,864
+4% +$532K 0.09% 186
2025
Q4 		$16.2M Buy
74,541
+8,424
+13% +$1.82M 0.11% 161
2025
Q3 		$15.3M Buy
66,117
+5,706
+9% +$1.52M 0.1% 163
2025
Q2 		$19M Buy
60,411
+4,195
+7% +$1.24M 0.13% 141
2025
Q1 		$16.9M Buy
56,216
+7,173
+15% +$2.26M 0.13% 146
2024
Q4 		$16.5M Buy
49,043
+7,416
+18% +$2.53M 0.11% 152
2024
Q3 		$13.3M Buy
41,627
+6,011
+17% +$1.87M 0.09% 171
2024
Q2 		$10.5M Buy
35,616
+6,229
+21% +$1.84M 0.08% 180
2024
Q1 		$9.06M Buy
+29,387
New +$8.46M 0.06% 187

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Asset Management's MORN Position: Q2 2026 in Review

Congress Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 77,405 shares — an estimated $13.1M sold.

Congress Asset Management first reported a position in MORN in Q1 2024 and held it in 9 quarters. The position peaked at $19M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Congress Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 77,405 Morningstar shares in Q2 2026, an estimated $13.1M.
  • Congress Asset Management first reported a position in Morningstar in Q1 2024 and held it in 9 quarters.
  • Congress Asset Management's Morningstar position peaked at $19M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.