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Cromwell Holdings’s Morningstar MORN Stock Holding History

Cromwell Holdings’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 		$312 Hold
2
– – ﹤0.01% 1077
2026
Q1 		$338 Buy
+2
New +$372 ﹤0.01% 1003
2025
Q4 		– Sell
-4
Closed -$929 – 1031
2025
Q3 		$929 Hold
4
– – ﹤0.01% 848
2025
Q2 		$1.26K Buy
+4
New +$1.18K ﹤0.01% 764

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

Cromwell Holdings's MORN Position: Q2 2026 in Review

Cromwell Holdings held its Morningstar (MORN) position steady in Q2 2026 at 2 shares worth $312. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Cromwell Holdings first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.26K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cromwell Holdings held 2 shares of Morningstar worth $312 as of Q2 2026.
  • Cromwell Holdings left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #1077 holding.
  • Cromwell Holdings first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • Cromwell Holdings's Morningstar position peaked at $1.26K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.