Dark Forest Capital Management’s Morningstar MORN Stock Holding History

Dark Forest Capital Management’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	–	Sell	-10,071	Closed	-$2.19M	–	1008
2025 Q4	$2.19M	Sell	10,071 -15,186	-60%	-$3.29M	0.1%	357
2025 Q3	$5.86M	Buy	+25,257	New	+$6.73M	0.22%	92
2023 Q2	–	Sell	-276	Closed	-$56K	–	1257
2023 Q1	$56K	Buy	276 +273	+9,100%	+$60K	0.01%	813
2022 Q4	$650	Sell	3 -13	-81%	-$2.96K	﹤0.01%	1006
2022 Q3	$3K	Buy	+16	New	+$3.81K	﹤0.01%	974
2021 Q4	–	Sell	-125	Closed	-$32K	–	1657
2021 Q3	$32K	Sell	125 -2,019	-94%	-$530K	0.01%	688
2021 Q2	$551K	Buy	+2,144	New	+$520K	0.24%	26

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Dark Forest Capital Management's MORN Position: Q1 2026 in Review

Dark Forest Capital Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 10,071 shares — an estimated $2.19M sold.

Dark Forest Capital Management first reported a position in MORN in Q2 2021 and held it in 7 quarters. The position peaked at $5.86M in Q3 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Dark Forest Capital Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Dark Forest Capital Management sold 10,071 Morningstar shares in Q1 2026, an estimated $2.19M.
Dark Forest Capital Management first reported a position in Morningstar in Q2 2021 and held it in 7 quarters.
Dark Forest Capital Management's Morningstar position peaked at $5.86M in Q3 2025.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.