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Evergreen Capital Management’s Morningstar MORN Stock Holding History

Evergreen 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 		$403K Buy
2,582
+655
+34% +$114K 0.01% 1031
2026
Q1 		$326K Buy
1,927
+539
+39% +$100K 0.01% 1065
2025
Q4 		$302K Buy
1,388
+120
+9% +$26K 0.01% 1031
2025
Q3 		$294K Buy
+1,268
New +$338K 0.01% 990
2025
Q1 		– Sell
-634
Closed -$214K – 1146
2024
Q4 		$214K Buy
+634
New +$216K 0.01% 949

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

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

Evergreen Capital Management increased its Morningstar (MORN) stake by 34% in Q2 2026, buying an estimated $114K and bringing the position to 2,582 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1031.

Evergreen Capital Management first reported a position in MORN in Q4 2024 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Evergreen Capital Management held 2,582 shares of Morningstar worth $403K as of Q2 2026.
  • Evergreen Capital Management bought 655 Morningstar shares in Q2 2026, an estimated $114K.
  • Morningstar made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1031 holding.
  • Evergreen Capital Management first reported a position in Morningstar in Q4 2024 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.