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Everence Capital Management’s Morningstar MORN Stock Holding History

Everence Capital Management’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
-1,903
Closed -$322K – 904
2026
Q1 		$322K Buy
+1,903
New +$354K 0.02% 540
2025
Q3 		– Sell
-700
Closed -$220K – 841
2025
Q2 		$220K Hold
700
– – 0.01% 725
2025
Q1 		$210K Hold
700
– – 0.01% 724
2024
Q4 		$236K Buy
+700
New +$239K 0.02% 700

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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
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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

Everence Capital Management's MORN Position: Q2 2026 in Review

Everence Capital Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,903 shares — an estimated $322K sold.

Everence Capital Management first reported a position in MORN in Q4 2024 and held it in 4 quarters. The position peaked at $322K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Everence Capital Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Everence Capital Management sold 1,903 Morningstar shares in Q2 2026, an estimated $322K.
  • Everence Capital Management first reported a position in Morningstar in Q4 2024 and held it in 4 quarters.
  • Everence Capital Management's Morningstar position peaked at $322K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.