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CSS LLC’s Morningstar MORN Stock Holding History

CSS LLC’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 		$549K Sell
3,520
-1,990
-36% -$346K 0.02% 524
2026
Q1 		$931K Buy
5,510
+3,190
+138% +$593K 0.04% 358
2025
Q4 		$504K Buy
+2,320
New +$502K 0.02% 539

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

CSS LLC's MORN Position: Q2 2026 in Review

CSS LLC reduced its Morningstar (MORN) stake by 36% in Q2 2026, selling an estimated $346K and leaving 3,520 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #524.

CSS LLC first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $931K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • CSS LLC held 3,520 shares of Morningstar worth $549K as of Q2 2026.
  • CSS LLC sold 1,990 Morningstar shares in Q2 2026, an estimated $346K.
  • Morningstar made up 0.02% of CSS LLC's portfolio in Q2 2026, its #524 holding.
  • CSS LLC first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • CSS LLC's Morningstar position peaked at $931K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CSS LLC's 13F filing for Q2 2026, filed 14 Aug 2026.