Crossmark Global Holdings’s Morningstar MORN Stock Holding History

Crossmark Global 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	–	Sell	-1,385	Closed	-$234K	–	1296
2026 Q1	$234K	Buy	+1,385	New	+$257K	﹤0.01%	1137
2025 Q3	–	Sell	-1,510	Closed	-$474K	–	1327
2025 Q2	$474K	Buy	1,510 +295	+24%	+$87.3K	0.01%	908
2025 Q1	$364K	Sell	1,215 -414	-25%	-$130K	0.01%	999
2024 Q4	$549K	Sell	1,629 -629	-28%	-$215K	0.01%	796
2024 Q3	$720K	Buy	2,258 +531	+31%	+$165K	0.01%	712
2024 Q2	$511K	Sell	1,727 -332	-16%	-$98.3K	0.01%	821
2024 Q1	$635K	Buy	2,059 +35	+2%	+$10.1K	0.01%	762
2023 Q4	$579K	Sell	2,024 -65	-3%	-$16.9K	0.01%	784
2023 Q3	$493K	Buy	+2,089	New	+$472K	0.01%	825

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crossmark Global Holdings's MORN Position: Q2 2026 in Review

Crossmark Global Holdings sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,385 shares — an estimated $234K sold.

Crossmark Global Holdings first reported a position in MORN in Q3 2023 and held it in 9 quarters. The position peaked at $720K in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Crossmark Global Holdings reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Crossmark Global Holdings sold 1,385 Morningstar shares in Q2 2026, an estimated $234K.
Crossmark Global Holdings first reported a position in Morningstar in Q3 2023 and held it in 9 quarters.
Crossmark Global Holdings's Morningstar position peaked at $720K in Q3 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.