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Epoch Investment Partners’s Morningstar MORN Stock Holding History

Epoch Investment Partners’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
-4,547
Closed -$769K – 233
2026
Q1 		$769K Sell
4,547
-3,084
-40% -$573K ﹤0.01% 224
2025
Q4 		$1.66M Buy
+7,631
New +$1.65M 0.01% 222
2020
Q2 		– Sell
-11,982
Closed -$1.39M – 297
2020
Q1 		$1.39M Buy
+11,982
New +$1.74M 0.01% 248
2019
Q2 		– Sell
-65,709
Closed -$8.28M – 309
2019
Q1 		$8.28M Buy
65,709
+5,562
+9% +$669K 0.04% 219
2018
Q4 		$6.61M Buy
60,147
+2,450
+4% +$287K 0.03% 231
2018
Q3 		$7.26M Sell
57,697
-192,226
-77% -$25.9M 0.03% 236
2018
Q2 		$32.1M Sell
249,923
-99,895
-29% -$11.4M 0.1% 147
2018
Q1 		$33.4M Buy
349,818
+17,006
+5% +$1.64M 0.12% 140
2017
Q4 		$32.3M Sell
332,812
-28,133
-8% -$2.53M 0.11% 145
2017
Q3 		$30.7M Sell
360,945
-5,262
-1% -$429K 0.1% 149
2017
Q2 		$28.7M Buy
366,207
+3,033
+0.8% +$229K 0.1% 152
2017
Q1 		$28.5M Sell
363,174
-2,363
-0.6% -$184K 0.1% 155
2016
Q4 		$26.9M Sell
365,537
-33,316
-8% -$2.45M 0.1% 142
2016
Q3 		$31.6M Sell
398,853
-12,001
-3% -$986K 0.12% 143
2016
Q2 		$33.6M Sell
410,854
-5,427
-1% -$454K 0.13% 131
2016
Q1 		$36.7M Buy
416,281
+137,607
+49% +$11M 0.14% 121
2015
Q4 		$22.4M Sell
278,674
-156,950
-36% -$12.7M 0.09% 153
2015
Q3 		$35M Sell
435,624
-54,765
-11% -$4.47M 0.14% 118
2015
Q2 		$39M Buy
490,389
+22,601
+5% +$1.73M 0.14% 125
2015
Q1 		$35M Buy
467,788
+58,585
+14% +$4.16M 0.13% 123
2014
Q4 		$26.5M Sell
409,203
-1,329
-0.3% -$88K 0.1% 146
2014
Q3 		$27.9M Buy
410,532
+43,965
+12% +$3.01M 0.11% 135
2014
Q2 		$26.3M Buy
+366,567
New +$26.8M 0.1% 149

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

Epoch Investment Partners's MORN Position: Q2 2026 in Review

Epoch Investment Partners sold out of Morningstar (MORN) in Q2 2026, closing a stake of 4,547 shares — an estimated $769K sold.

Epoch Investment Partners first reported a position in MORN in Q2 2014 and held it in 23 quarters. The position peaked at $39M in Q2 2015. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Epoch Investment Partners reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Epoch Investment Partners sold 4,547 Morningstar shares in Q2 2026, an estimated $769K.
  • Epoch Investment Partners first reported a position in Morningstar in Q2 2014 and held it in 23 quarters.
  • Epoch Investment Partners's Morningstar position peaked at $39M in Q2 2015.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.