ELI
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Empire Life Investments’s Morningstar MORN Stock Holding History

Empire Life Investments’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 		$1.11M Buy
7,122
+25
+0.4% +$4.34K 0.06% 97
2026
Q1 		$1.2M Buy
7,097
+36
+0.5% +$6.69K 0.07% 94
2025
Q4 		$1.53M Buy
7,061
+18
+0.3% +$3.9K 0.09% 92
2025
Q3 		$1.63M Buy
7,043
+109
+2% +$29.1K 0.1% 89
2025
Q2 		$2.18M Sell
6,934
-127
-2% -$37.6K 0.14% 88
2025
Q1 		$2.12M Buy
7,061
+255
+4% +$80.3K 0.14% 88
2024
Q4 		$2.29M Buy
6,806
+56
+0.8% +$19.1K 0.14% 84
2024
Q3 		$2.15M Hold
6,750
– – 0.13% 77
2024
Q2 		$2M Buy
6,750
+91
+1% +$26.9K 0.13% 74
2024
Q1 		$2.05M Hold
6,659
– – 0.13% 72
2023
Q4 		$1.91M Buy
6,659
+128
+2% +$33.4K 0.12% 72
2023
Q3 		$1.53M Sell
6,531
-74
-1% -$16.7K 0.11% 69
2023
Q2 		$1.3M Buy
6,605
+75
+1% +$14.9K 0.09% 74
2023
Q1 		$1.33M Buy
6,530
+137
+2% +$30.1K 0.09% 72
2022
Q4 		$1.39M Sell
6,393
-15
-0.2% -$3.42K 0.1% 71
2022
Q3 		$1.36M Buy
6,408
+72
+1% +$17.1K 0.1% 74
2022
Q2 		$1.53M Buy
6,336
+206
+3% +$51.9K 0.11% 73
2022
Q1 		$1.68M Hold
6,130
– – 0.11% 79
2021
Q4 		$2.1M Buy
6,130
+446
+8% +$138K 0.13% 73
2021
Q3 		$1.47M Buy
5,684
+98
+2% +$25.7K 0.1% 78
2021
Q2 		$1.44M Buy
5,586
+318
+6% +$77.2K 0.09% 79
2021
Q1 		$1.19M Buy
5,268
+630
+14% +$148K 0.08% 87
2020
Q4 		$1.07M Buy
4,638
+209
+5% +$41.5K 0.08% 89
2020
Q3 		$711K Hold
4,429
– – 0.06% 85
2020
Q2 		$624K Sell
4,429
-11
-0.2% -$1.55K 0.05% 79
2020
Q1 		$516K Sell
4,440
-31
-0.7% -$4.49K 0.05% 92
2019
Q4 		$677K Buy
4,471
+230
+5% +$35.3K 0.05% 78
2019
Q3 		$620K Buy
4,241
+57
+1% +$8.78K 0.05% 80
2019
Q2 		$605K Buy
4,184
+84
+2% +$11.6K 0.05% 83
2019
Q1 		$517K Buy
+4,100
New +$493K 0.04% 83

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Empire Life Investments's MORN Position: Q2 2026 in Review

Empire Life Investments increased its Morningstar (MORN) stake by 0.35% in Q2 2026, buying an estimated $4.34K and bringing the position to 7,122 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #97.

Empire Life Investments first reported a position in MORN in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.29M in Q4 2024. 193 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Empire Life Investments held 7,122 shares of Morningstar worth $1.11M as of Q2 2026.
  • Empire Life Investments bought 25 Morningstar shares in Q2 2026, an estimated $4.34K.
  • Morningstar made up 0.06% of Empire Life Investments's portfolio in Q2 2026, its #97 holding.
  • Empire Life Investments first reported a position in Morningstar in Q1 2019 and has held it in 30 quarters since.
  • Empire Life Investments's Morningstar position peaked at $2.29M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.