Dmitry Balyasny’s Morningstar MORN Stock Holding History

Dmitry Balyasny’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
2025 Q2	–	Sell	-41,333	Closed	-$12.4M	–	3153
2025 Q1	$12.4M	Sell	41,333 -126,693	-75%	-$39.9M	0.02%	797
2024 Q4	$56.6M	Buy	+168,026	New	+$57.4M	0.08%	291
2024 Q3	–	Sell	-23,024	Closed	-$6.81M	–	3000
2024 Q2	$6.81M	Sell	23,024 -11,441	-33%	-$3.39M	0.01%	1035
2024 Q1	$10.6M	Sell	34,465 -32,910	-49%	-$9.48M	0.02%	896
2023 Q4	$19.3M	Sell	67,375 -3,649	-5%	-$951K	0.04%	619
2023 Q3	$16.6M	Buy	+71,024	New	+$16M	0.03%	644
2020 Q4	–	Sell	-10,498	Closed	-$1.69M	–	1561
2020 Q3	$1.69M	Buy	+10,498	New	+$1.66M	0.01%	881
2018 Q3	–	Sell	-4,189	Closed	-$537K	–	1912
2018 Q2	$537K	Sell	4,189 -4,600	-52%	-$526K	﹤0.01%	1333
2018 Q1	$840K	Buy	8,789 +3,700	+73%	+$356K	﹤0.01%	1286
2017 Q4	$493K	Buy	5,089 +1,800	+55%	+$162K	﹤0.01%	1563
2017 Q3	$280K	Buy	+3,289	New	+$268K	﹤0.01%	1568

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dmitry Balyasny's MORN Position: Q2 2025 in Review

Dmitry Balyasny sold out of Morningstar (MORN) in Q2 2025, closing a stake of 41,333 shares — an estimated $12.4M sold.

Dmitry Balyasny first reported a position in MORN in Q3 2017 and held it in 11 quarters. The position peaked at $56.6M in Q4 2024. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

Dmitry Balyasny reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
Dmitry Balyasny sold 41,333 Morningstar shares in Q2 2025, an estimated $12.4M.
Dmitry Balyasny first reported a position in Morningstar in Q3 2017 and held it in 11 quarters.
Dmitry Balyasny's Morningstar position peaked at $56.6M in Q4 2024.
480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.