EntryPoint Capital’s Morningstar MORN Stock Holding History

EntryPoint Capital’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	-2,387	Closed	-$404K	–	895
2026 Q1	$404K	Hold	2,387	–	–	0.12%	336
2025 Q4	$519K	Hold	2,387	–	–	0.2%	151
2025 Q3	$554K	Buy	+2,387	New	+$636K	0.21%	135

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

EntryPoint Capital's MORN Position: Q2 2026 in Review

EntryPoint Capital sold out of Morningstar (MORN) in Q2 2026, closing a stake of 2,387 shares — an estimated $404K sold.

EntryPoint Capital first reported a position in MORN in Q3 2025 and held it in 3 quarters. The position peaked at $554K in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

EntryPoint Capital reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
EntryPoint Capital sold 2,387 Morningstar shares in Q2 2026, an estimated $404K.
EntryPoint Capital first reported a position in Morningstar in Q3 2025 and held it in 3 quarters.
EntryPoint Capital's Morningstar position peaked at $554K in Q3 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.