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Fieldview Capital Management’s Morningstar MORN Stock Holding History

Fieldview 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 		$326K Buy
+2,090
New +$363K 0.09% 358
2026
Q1 		– Sell
-1,784
Closed -$388K – 643
2025
Q4 		$388K Buy
+1,784
New +$386K 0.07% 330
2025
Q1 		– Sell
-5,117
Closed -$1.72M – 526
2024
Q4 		$1.72M Buy
+5,117
New +$1.75M 0.27% 116

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

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

Fieldview Capital Management opened a new position in Morningstar (MORN) in Q2 2026: 2,090 shares worth $326K. The stake represents 0.09% of the portfolio and ranks #358 among its holdings. This is a return to the name: Fieldview Capital Management previously reported a position in MORN as recently as Q4 2025.

Fieldview Capital Management first reported a position in MORN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Fieldview Capital Management held 2,090 shares of Morningstar worth $326K as of Q2 2026.
  • Morningstar was a new Fieldview Capital Management position in Q2 2026.
  • Morningstar made up 0.09% of Fieldview Capital Management's portfolio in Q2 2026, its #358 holding.
  • Fieldview Capital Management first reported a position in Morningstar in Q4 2024 and has held it in 3 quarters since.
  • Fieldview Capital Management's Morningstar position peaked at $1.72M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.