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Cooper Investors’s Morningstar MORN Stock Holding History

Cooper Investors’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
Q1 		– Sell
-31,887
Closed -$6.93M – 46
2025
Q4 		$6.93M Buy
31,887
+902
+3% +$195K 2.3% 18
2025
Q3 		$7.19M Hold
30,985
– – 1.96% 19
2025
Q2 		$9.73M Buy
30,985
+6,598
+27% +$1.95M 1.77% 21
2025
Q1 		$7.31M Buy
24,387
+3,114
+15% +$981K 1.19% 30
2024
Q4 		$7.16M Buy
+21,273
New +$7.26M 1.13% 32

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Cooper Investors's MORN Position: Q1 2026 in Review

Cooper Investors sold out of Morningstar (MORN) in Q1 2026, closing a stake of 31,887 shares — an estimated $6.93M sold.

Cooper Investors first reported a position in MORN in Q4 2024 and held it in 5 quarters. The position peaked at $9.73M in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Cooper Investors reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Cooper Investors sold 31,887 Morningstar shares in Q1 2026, an estimated $6.93M.
  • Cooper Investors first reported a position in Morningstar in Q4 2024 and held it in 5 quarters.
  • Cooper Investors's Morningstar position peaked at $9.73M in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Cooper Investors's 13F filing for Q1 2026, filed 28 Apr 2026.