GCM
MORN icon

Graham Capital Management’s Morningstar MORN Stock Holding History

Graham 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
2025
Q3 		– Sell
-1,082
Closed -$340K – 1497
2025
Q2 		$340K Sell
1,082
-5,141
-83% -$1.52M 0.01% 952
2025
Q1 		$1.87M Buy
6,223
+4,449
+251% +$1.4M 0.03% 347
2024
Q4 		$597K Buy
+1,774
New +$606K 0.01% 673
2024
Q2 		– Sell
-2,028
Closed -$625K – 1247
2024
Q1 		$625K Buy
+2,028
New +$584K 0.01% 560
2023
Q3 		– Sell
-9,986
Closed -$1.96M – 1195
2023
Q2 		$1.96M Buy
9,986
+2,096
+27% +$415K 0.06% 216
2023
Q1 		$1.6M Buy
+7,890
New +$1.73M 0.05% 326

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Graham Capital Management's MORN Position: Q3 2025 in Review

Graham Capital Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 1,082 shares — an estimated $340K sold.

Graham Capital Management first reported a position in MORN in Q1 2023 and held it in 6 quarters. The position peaked at $1.96M in Q2 2023. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Graham Capital Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Graham Capital Management sold 1,082 Morningstar shares in Q3 2025, an estimated $340K.
  • Graham Capital Management first reported a position in Morningstar in Q1 2023 and held it in 6 quarters.
  • Graham Capital Management's Morningstar position peaked at $1.96M in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

Based on Graham Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.