Daiwa Securities Group
MORN icon

Daiwa Securities Group’s Morningstar MORN Stock Holding History

Daiwa Securities Group’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 		$490K Sell
2,901
-600
-17% -$111K ﹤0.01% 908
2025
Q4 		$761K Sell
3,501
-8,299
-70% -$1.8M ﹤0.01% 828
2025
Q3 		$2.74M Sell
11,800
-917
-7% -$244K 0.01% 564
2025
Q2 		$3.99M Sell
12,717
-850
-6% -$252K 0.01% 473
2025
Q1 		$4.07M Sell
13,567
-950
-7% -$299K 0.02% 427
2024
Q4 		$4.89M Sell
14,517
-598
-4% -$204K 0.02% 388
2024
Q3 		$4.82M Sell
15,115
-1,350
-8% -$420K 0.02% 389
2024
Q2 		$4.87M Sell
16,465
-1,480
-8% -$438K 0.03% 344
2024
Q1 		$5.53M Sell
17,945
-5,660
-24% -$1.63M 0.03% 302
2023
Q4 		$6.76M Sell
23,605
-2,330
-9% -$607K 0.04% 234
2023
Q3 		$6.08M Sell
25,935
-5,000
-16% -$1.13M 0.04% 233
2023
Q2 		$6.07M Buy
30,935
+9,119
+42% +$1.81M 0.04% 238
2023
Q1 		$4.43M Sell
21,816
-2,070
-9% -$455K 0.03% 298
2022
Q4 		$5.17M Sell
23,886
-1,350
-5% -$308K 0.04% 254
2022
Q3 		$5.36M Sell
25,236
-3,469
-12% -$825K 0.04% 229
2022
Q2 		$6.94M Sell
28,705
-1,890
-6% -$476K 0.05% 201
2022
Q1 		$8.36M Sell
30,595
-1,000
-3% -$283K 0.05% 192
2021
Q4 		$10.8M Buy
31,595
+1,000
+3% +$310K 0.06% 161
2021
Q3 		$7.92M Buy
30,595
+5,105
+20% +$1.34M 0.05% 187
2021
Q2 		$6.55M Buy
25,490
+6,183
+32% +$1.5M 0.04% 190
2021
Q1 		$4.34M Sell
19,307
-4,200
-18% -$984K 0.03% 238
2020
Q4 		$5.44M Sell
23,507
-3,800
-14% -$755K 0.04% 200
2020
Q3 		$4.39M Buy
27,307
+5,200
+24% +$821K 0.04% 196
2020
Q2 		$2.57M Hold
22,107
– – 0.05% 190
2020
Q1 		$2.57M Buy
22,107
+11,702
+112% +$1.7M 0.03% 279
2019
Q4 		$1.57M Buy
+10,405
New +$1.6M 0.01% 411

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Daiwa Securities Group's MORN Position: Q1 2026 in Review

Daiwa Securities Group reduced its Morningstar (MORN) stake by 17% in Q1 2026, selling an estimated $111K and leaving 2,901 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Daiwa Securities Group first reported a position in MORN in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.8M in Q4 2021. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Daiwa Securities Group held 2,901 shares of Morningstar worth $490K as of Q1 2026.
  • Daiwa Securities Group sold 600 Morningstar shares in Q1 2026, an estimated $111K.
  • Morningstar made up ﹤0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #908 holding.
  • Daiwa Securities Group first reported a position in Morningstar in Q4 2019 and has held it in 26 quarters since.
  • Daiwa Securities Group's Morningstar position peaked at $10.8M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.