Ensign Peak Advisors
MORN icon

Ensign Peak Advisors’s Morningstar MORN Stock Holding History

Ensign Peak Advisors’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 		$168K Sell
1,075
-3,972
-79% -$690K ﹤0.01% 1456
2026
Q1 		$853K Sell
5,047
-1,428
-22% -$265K ﹤0.01% 862
2025
Q4 		$1.41M Buy
6,475
+2,830
+78% +$613K ﹤0.01% 766
2025
Q3 		$846K Sell
3,645
-5,750
-61% -$1.53M ﹤0.01% 1114
2025
Q2 		$2.95M Buy
9,395
+382
+4% +$113K 0.01% 781
2025
Q1 		$2.7M Sell
9,013
-3,959
-31% -$1.25M 0.01% 802
2024
Q4 		$4.37M Sell
12,972
-5,283
-29% -$1.8M 0.01% 681
2024
Q3 		$5.83M Buy
18,255
+580
+3% +$180K 0.01% 587
2024
Q2 		$5.23M Buy
17,675
+4,300
+32% +$1.27M 0.01% 609
2024
Q1 		$4.12M Buy
13,375
+1,920
+17% +$553K 0.01% 682
2023
Q4 		$3.28M Buy
11,455
+3,535
+45% +$921K 0.01% 731
2023
Q3 		$1.86M Sell
7,920
-1,595
-17% -$360K ﹤0.01% 863
2023
Q2 		$1.87M Buy
9,515
+2,685
+39% +$532K ﹤0.01% 904
2023
Q1 		$1.39M Buy
6,830
+350
+5% +$77K ﹤0.01% 994
2022
Q4 		$1.4M Buy
6,480
+2,050
+46% +$467K ﹤0.01% 949
2022
Q3 		$941K Buy
4,430
+680
+18% +$162K ﹤0.01% 1097
2022
Q2 		$907K Buy
3,750
+3,270
+681% +$824K ﹤0.01% 1162
2022
Q1 		$131K Hold
480
– – ﹤0.01% 1981
2021
Q4 		$164K Buy
+480
New +$149K ﹤0.01% 1969
2021
Q2 		– Sell
-1,165
Closed -$262K – 1846
2021
Q1 		$262K Sell
1,165
-5,558
-83% -$1.3M ﹤0.01% 1697
2020
Q4 		$1.56M Buy
6,723
+2,403
+56% +$477K ﹤0.01% 1200
2020
Q3 		$693K Buy
+4,320
New +$682K ﹤0.01% 1441
2020
Q1 		– Sell
-2,239
Closed -$339K – 1664
2019
Q4 		$339K Buy
+2,239
New +$344K ﹤0.01% 1575

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

Ensign Peak Advisors's MORN Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Morningstar (MORN) stake by 79% in Q2 2026, selling an estimated $690K and leaving 1,075 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Ensign Peak Advisors first reported a position in MORN in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.83M in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Ensign Peak Advisors held 1,075 shares of Morningstar worth $168K as of Q2 2026.
  • Ensign Peak Advisors sold 3,972 Morningstar shares in Q2 2026, an estimated $690K.
  • Morningstar made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #1456 holding.
  • Ensign Peak Advisors first reported a position in Morningstar in Q4 2019 and has held it in 23 quarters since.
  • Ensign Peak Advisors's Morningstar position peaked at $5.83M in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.