D.E. Shaw & Co’s Morningstar MORN Stock Holding History

D.E. Shaw & Co’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	-2,600	Closed	-$440K	–	5086
2026 Q1	$440K	Buy	+2,600	New	+$483K	﹤0.01%	3914
2022 Q2	–	Sell	-17,300	Closed	-$4.73M	–	5598
2022 Q1	$4.73M	Hold	17,300	–	–	﹤0.01%	2379
2021 Q4	$5.92M	Buy	+17,300	New	+$5.36M	﹤0.01%	2203
2021 Q2	–	Sell	-10,000	Closed	-$2.25M	–	4911
2021 Q1	$2.25M	Buy	+10,000	New	+$2.34M	﹤0.01%	2486
2019 Q1	–	Sell	-5,300	Closed	-$582K	–	3795
2018 Q4	$582K	Sell	5,300 -16,200	-75%	-$1.9M	﹤0.01%	3010
2018 Q3	$2.71M	Buy	21,500 +6,300	+41%	+$849K	﹤0.01%	1983
2018 Q2	$1.95M	Buy	+15,200	New	+$1.74M	﹤0.01%	2245
2013 Q4	–	Sell	-22,500	Closed	-$1.78M	–	4597
2013 Q3	$1.78M	Buy	+22,500	New	+$1.74M	﹤0.01%	2526

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

D.E. Shaw & Co's MORN Position: Q2 2026 in Review

D.E. Shaw & Co reduced its Morningstar (MORN) stake by 73% in Q2 2026, selling an estimated $2.56M and leaving 5,594 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

D.E. Shaw & Co first reported a position in MORN in Q3 2013 and has held it in 47 quarters since. The position peaked at $12M in Q1 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

D.E. Shaw & Co held 5,594 shares of Morningstar worth $873K as of Q2 2026.
D.E. Shaw & Co sold 14,754 Morningstar shares in Q2 2026, an estimated $2.56M.
Morningstar made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3840 holding.
D.E. Shaw & Co first reported a position in Morningstar in Q3 2013 and has held it in 47 quarters since.
D.E. Shaw & Co's Morningstar position peaked at $12M in Q1 2025.
420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.