Fox Run Management’s Morningstar MORN Stock Holding History

Fox Run 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	$490K	Sell	3,142 -4,136	-57%	-$719K	0.08%	483
2026 Q1	$1.2M	Buy	7,278 +2,807	+63%	+$521K	0.21%	127
2025 Q4	$972K	Buy	4,471 +1,130	+34%	+$245K	0.15%	220
2025 Q3	$775K	Sell	3,341 -1,789	-35%	-$477K	0.12%	308
2025 Q2	$1.61M	Buy	5,130 +2,453	+92%	+$726K	0.27%	65
2025 Q1	$803K	Sell	2,677 -2,134	-44%	-$672K	0.12%	281
2024 Q4	$1.62M	Buy	4,811 +3,346	+228%	+$1.14M	0.29%	39
2024 Q3	$468K	Sell	1,465 -216	-13%	-$67.1K	0.1%	385
2024 Q2	$497K	Buy	+1,681	New	+$498K	0.09%	409

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fox Run Management's MORN Position: Q2 2026 in Review

Fox Run Management reduced its Morningstar (MORN) stake by 57% in Q2 2026, selling an estimated $719K and leaving 3,142 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #483.

Fox Run Management first reported a position in MORN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Fox Run Management held 3,142 shares of Morningstar worth $490K as of Q2 2026.
Fox Run Management sold 4,136 Morningstar shares in Q2 2026, an estimated $719K.
Morningstar made up 0.08% of Fox Run Management's portfolio in Q2 2026, its #483 holding.
Fox Run Management first reported a position in Morningstar in Q2 2024 and has held it in 9 quarters since.
Fox Run Management's Morningstar position peaked at $1.62M in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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