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	-12,800	Closed	-$2.16M	–	5087
2026 Q1	$2.16M	Buy	+12,800	New	+$2.38M	﹤0.01%	2850
2023 Q4	–	Sell	-10,000	Closed	-$2.34M	–	4483
2023 Q3	$2.34M	Hold	10,000	–	–	﹤0.01%	2453
2023 Q2	$1.96M	Buy	+10,000	New	+$1.98M	﹤0.01%	2637
2022 Q2	–	Sell	-22,600	Closed	-$6.17M	–	5599
2022 Q1	$6.17M	Sell	22,600 -10,000	-31%	-$2.83M	0.01%	2078
2021 Q4	$11.1M	Buy	32,600 +22,600	+226%	+$7M	0.01%	1570
2021 Q3	$2.59M	Buy	+10,000	New	+$2.63M	﹤0.01%	2781
2019 Q1	–	Sell	-11,000	Closed	-$1.21M	–	3796
2018 Q4	$1.21M	Buy	11,000 +2,300	+26%	+$270K	﹤0.01%	2536
2018 Q3	$1.09M	Buy	+8,700	New	+$1.17M	﹤0.01%	2645

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.