EGM
MORN icon

Engineers Gate Manager’s Morningstar MORN Stock Holding History

Engineers Gate Manager’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 		$6.24M Buy
39,989
+25,817
+182% +$4.49M 0.08% 282
2026
Q1 		$2.4M Sell
14,172
-64,007
-82% -$11.9M 0.03% 652
2025
Q4 		$17M Buy
78,179
+20,660
+36% +$4.47M 0.2% 111
2025
Q3 		$13.3M Buy
57,519
+30,405
+112% +$8.1M 0.15% 151
2025
Q2 		$8.51M Buy
27,114
+8,056
+42% +$2.38M 0.11% 253
2025
Q1 		$5.71M Buy
19,058
+16,949
+804% +$5.34M 0.1% 299
2024
Q4 		$710K Sell
2,109
-672
-24% -$229K 0.01% 1215
2024
Q3 		$887K Buy
2,781
+1,181
+74% +$367K 0.02% 1076
2024
Q2 		$473K Buy
1,600
+54
+3% +$16K 0.01% 1249
2024
Q1 		$477K Sell
1,546
-562
-27% -$162K 0.01% 1214
2023
Q4 		$603K Buy
+2,108
New +$549K 0.02% 1076
2023
Q3 		– Sell
-4,169
Closed -$817K – 1975
2023
Q2 		$817K Buy
4,169
+2,800
+205% +$554K 0.03% 797
2023
Q1 		$278K Buy
1,369
+43
+3% +$9.46K 0.01% 1287
2022
Q4 		$287K Buy
+1,326
New +$302K 0.02% 1204
2021
Q2 		– Sell
-2,751
Closed -$619K – 1864
2021
Q1 		$619K Buy
+2,751
New +$645K 0.03% 857
2019
Q4 		– Sell
-1,570
Closed -$229K – 1761
2019
Q3 		$229K Buy
+1,570
New +$242K 0.01% 1137

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Engineers Gate Manager's MORN Position: Q2 2026 in Review

Engineers Gate Manager increased its Morningstar (MORN) stake by 182% in Q2 2026, buying an estimated $4.49M and bringing the position to 39,989 shares worth $6.24M. The position accounts for 0.08% of the portfolio, ranked #282.

Engineers Gate Manager first reported a position in MORN in Q3 2019 and has held it in 16 quarters since. The position peaked at $17M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Engineers Gate Manager held 39,989 shares of Morningstar worth $6.24M as of Q2 2026.
  • Engineers Gate Manager bought 25,817 Morningstar shares in Q2 2026, an estimated $4.49M.
  • Morningstar made up 0.08% of Engineers Gate Manager's portfolio in Q2 2026, its #282 holding.
  • Engineers Gate Manager first reported a position in Morningstar in Q3 2019 and has held it in 16 quarters since.
  • Engineers Gate Manager's Morningstar position peaked at $17M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.