Connable Office Inc’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 | – | Sell |
-1,470
| Closed | -$319K | – | 246 |
|
|
2025
Q4 | $319K | Hold |
1,470
| – | – | 0.03% | 187 |
|
|
2025
Q3 | $341K | Hold |
1,470
| – | – | 0.03% | 180 |
|
|
2025
Q2 | $461K | Hold |
1,470
| – | – | 0.05% | 152 |
|
|
2025
Q1 | $441K | Hold |
1,470
| – | – | 0.05% | 152 |
|
|
2024
Q4 | $495K | Hold |
1,470
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $469K | Hold |
1,470
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $435K | Hold |
1,470
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $453K | Hold |
1,470
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $421K | Hold |
1,470
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $344K | Hold |
1,470
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $288K | Hold |
1,470
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $298K | Hold |
1,470
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $318K | Hold |
1,470
| – | – | 0.05% | 169 |
|
|
2022
Q3 | $312K | Hold |
1,470
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $355K | Hold |
1,470
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $402K | Hold |
1,470
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $503K | Hold |
1,470
| – | – | 0.06% | 137 |
|
|
2021
Q3 | $381K | Hold |
1,470
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $378K | Hold |
1,470
| – | – | 0.05% | 149 |
|
|
2021
Q1 | $331K | Hold |
1,470
| – | – | 0.05% | 170 |
|
|
2020
Q4 | $340K | Hold |
1,470
| – | – | 0.05% | 167 |
|
|
2020
Q3 | $236K | Sell |
1,470
-210
| -13% | -$33.2K | 0.04% | 162 |
|
|
2020
Q2 | $237K | Buy |
+1,680
| New | +$237K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$254K | – | 172 |
|
|
2019
Q4 | $254K | Hold |
1,680
| – | – | 0.04% | 157 |
|
|
2019
Q3 | $246K | Hold |
1,680
| – | – | 0.04% | 152 |
|
|
2019
Q2 | $243K | Hold |
1,680
| – | – | 0.04% | 157 |
|
|
2019
Q1 | $212K | Buy |
+1,680
| New | +$202K | 0.04% | 159 |
|
|
2018
Q4 | – | Sell |
-1,680
| Closed | -$212K | – | 165 |
|
|
2018
Q3 | $212K | Hold |
1,680
| – | – | 0.04% | 165 |
|
|
2018
Q2 | $215K | Buy |
+1,680
| New | +$192K | 0.04% | 160 |
|
Other funds holding MORN
VPM
VCM
Connable Office Inc's MORN Position: Q1 2026 in Review
Connable Office Inc sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,470 shares — an estimated $319K sold.
Connable Office Inc first reported a position in MORN in Q2 2018 and held it in 29 quarters. The position peaked at $503K in Q4 2021. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Connable Office Inc reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
- Connable Office Inc sold 1,470 Morningstar shares in Q1 2026, an estimated $319K.
- Connable Office Inc first reported a position in Morningstar in Q2 2018 and held it in 29 quarters.
- Connable Office Inc's Morningstar position peaked at $503K in Q4 2021.
- 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.