Federated Hermes
MORN icon

Federated Hermes’s Morningstar MORN Stock Holding History

Federated Hermes’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 		$435K Buy
2,788
+1,348
+94% +$234K ﹤0.01% 1368
2026
Q1 		$243K Sell
1,440
-478
-25% -$88.8K ﹤0.01% 1460
2025
Q4 		$417K Sell
1,918
-267
-12% -$57.8K ﹤0.01% 1360
2025
Q3 		$507K Buy
2,185
+137
+7% +$36.5K ﹤0.01% 1334
2025
Q2 		$643K Sell
2,048
-67
-3% -$19.8K ﹤0.01% 1266
2025
Q1 		$634K Sell
2,115
-99
-4% -$31.2K ﹤0.01% 1239
2024
Q4 		$746K Sell
2,214
-79
-3% -$27K ﹤0.01% 1205
2024
Q3 		$732K Buy
2,293
+33
+1% +$10.3K ﹤0.01% 1232
2024
Q2 		$669K Sell
2,260
-524
-19% -$155K ﹤0.01% 1236
2024
Q1 		$859K Sell
2,784
-167
-6% -$48.1K ﹤0.01% 1182
2023
Q4 		$845K Sell
2,951
-591
-17% -$154K ﹤0.01% 1191
2023
Q3 		$830K Buy
+3,542
New +$800K ﹤0.01% 1185
2021
Q4 		– Sell
-78
Closed -$20K – 2264
2021
Q3 		$20K Buy
78
+3
+4% +$788 ﹤0.01% 1933
2021
Q2 		$19K Buy
+75
New +$18.2K ﹤0.01% 1927
2016
Q3 		– Sell
-2,781
Closed -$227K – 2148
2016
Q2 		$227K Buy
2,781
+1,337
+93% +$112K ﹤0.01% 1464
2016
Q1 		$127K Buy
+1,444
New +$115K ﹤0.01% 1543
2015
Q4 		– Sell
-2
Closed -$1K – 2128
2015
Q3 		$1K Buy
+2
New +$163 ﹤0.01% 1913

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

Federated Hermes's MORN Position: Q2 2026 in Review

Federated Hermes increased its Morningstar (MORN) stake by 94% in Q2 2026, buying an estimated $234K and bringing the position to 2,788 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Federated Hermes first reported a position in MORN in Q3 2015 and has held it in 17 quarters since. The position peaked at $859K in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Federated Hermes held 2,788 shares of Morningstar worth $435K as of Q2 2026.
  • Federated Hermes bought 1,348 Morningstar shares in Q2 2026, an estimated $234K.
  • Morningstar made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1368 holding.
  • Federated Hermes first reported a position in Morningstar in Q3 2015 and has held it in 17 quarters since.
  • Federated Hermes's Morningstar position peaked at $859K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.