David Shaw’s Morningstar MORN Stock Holding History

David Shaw’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

David Shaw's MORN Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

David Shaw held 5,594 shares of Morningstar worth $873K as of Q2 2026.
David Shaw sold 14,754 Morningstar shares in Q2 2026, an estimated $2.56M.
Morningstar made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3840 holding.
David Shaw first reported a position in Morningstar in Q3 2013 and has held it in 47 quarters since.
David Shaw's Morningstar position peaked at $12M in Q1 2025.
416 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.