EI
MORN icon

Ethic Inc’s Morningstar MORN Stock Holding History

Ethic Inc’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
Q1 		– Sell
-1,132
Closed -$246K – 1294
2025
Q4 		$246K Buy
1,132
+113
+11% +$24.5K ﹤0.01% 1071
2025
Q3 		$236K Sell
1,019
-1,719
-63% -$458K ﹤0.01% 1053
2025
Q2 		$857K Buy
2,738
+257
+10% +$76.1K 0.02% 665
2025
Q1 		$748K Sell
2,481
-97
-4% -$30.5K 0.02% 663
2024
Q4 		$868K Buy
2,578
+253
+11% +$86.4K 0.02% 637
2024
Q3 		$717K Sell
2,325
-57
-2% -$17.7K 0.02% 670
2024
Q2 		$705K Buy
2,382
+57
+2% +$16.9K 0.02% 668
2024
Q1 		$717K Buy
2,325
+1,187
+104% +$342K 0.02% 670
2023
Q4 		$326K Buy
1,138
+140
+14% +$36.5K 0.01% 858
2023
Q3 		$234K Buy
+998
New +$225K 0.01% 887
2023
Q1 		– Sell
-960
Closed -$208K – 991
2022
Q4 		$208K Buy
+960
New +$219K 0.01% 820
2022
Q3 		– Sell
-832
Closed -$201K – 821
2022
Q2 		$201K Buy
+832
New +$210K 0.01% 712

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Ethic Inc's MORN Position: Q1 2026 in Review

Ethic Inc sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,132 shares — an estimated $246K sold.

Ethic Inc first reported a position in MORN in Q2 2022 and held it in 12 quarters. The position peaked at $868K in Q4 2024. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Ethic Inc reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Ethic Inc sold 1,132 Morningstar shares in Q1 2026, an estimated $246K.
  • Ethic Inc first reported a position in Morningstar in Q2 2022 and held it in 12 quarters.
  • Ethic Inc's Morningstar position peaked at $868K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.