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FORA Capital’s Morningstar MORN Stock Holding History

FORA Capital’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
2025
Q4 		– Sell
-1,177
Closed -$273K – 574
2025
Q3 		$273K Sell
1,177
-87
-7% -$23.2K 0.05% 389
2025
Q2 		$397K Buy
+1,264
New +$374K 0.04% 360
2024
Q3 		– Sell
-922
Closed -$273K – 523
2024
Q2 		$273K Buy
+922
New +$273K 0.03% 333
2023
Q1 		– Sell
-1,627
Closed -$352K – 633
2022
Q4 		$352K Buy
+1,627
New +$371K 0.06% 327
2020
Q3 		– Sell
-570
Closed -$80K – 863
2020
Q2 		$80K Buy
+570
New +$80.5K 0.03% 551

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

FORA Capital's MORN Position: Q4 2025 in Review

FORA Capital sold out of Morningstar (MORN) in Q4 2025, closing a stake of 1,177 shares — an estimated $273K sold.

FORA Capital first reported a position in MORN in Q2 2020 and held it in 5 quarters. The position peaked at $397K in Q2 2025. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • FORA Capital reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 1,177 Morningstar shares in Q4 2025, an estimated $273K.
  • FORA Capital first reported a position in Morningstar in Q2 2020 and held it in 5 quarters.
  • FORA Capital's Morningstar position peaked at $397K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.