Grandeur Peak Global Advisors’s Morningstar MORN Stock Holding History

Grandeur Peak Global Advisors’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	-4,766	Closed	-$1.11M	–	112
2025 Q3	$1.11M	Sell	4,766 -220	-4%	-$58.6K	0.15%	79
2025 Q2	$1.57M	Buy	4,986 +1,171	+31%	+$347K	0.19%	73
2025 Q1	$1.14M	Sell	3,815 -2,684	-41%	-$845K	0.13%	86
2024 Q4	$2.19M	Buy	+6,499	New	+$2.22M	0.19%	86
2022 Q4	–	Sell	-4,197	Closed	-$891K	–	120
2022 Q3	$891K	Sell	4,197 -2,078	-33%	-$494K	0.05%	92
2022 Q2	$1.52M	Buy	6,275 +1,171	+23%	+$295K	0.09%	81
2022 Q1	$1.39M	Buy	5,104 +756	+17%	+$214K	0.07%	95
2021 Q4	$1.49M	Buy	4,348 +48	+1%	+$14.9K	0.07%	94
2021 Q3	$1.11M	Buy	4,300 +300	+8%	+$78.8K	0.05%	99
2021 Q2	$1.03M	Hold	4,000	–	–	0.05%	100
2021 Q1	$900K	Buy	4,000 +325	+9%	+$76.2K	0.05%	101
2020 Q4	$851K	Buy	3,675 +125	+4%	+$24.8K	0.05%	95
2020 Q3	$570K	Buy	3,550 +1,000	+39%	+$158K	0.04%	96
2020 Q2	$359K	Buy	+2,550	New	+$360K	0.03%	102

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

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

Grandeur Peak Global Advisors's MORN Position: Q4 2025 in Review

Grandeur Peak Global Advisors sold out of Morningstar (MORN) in Q4 2025, closing a stake of 4,766 shares — an estimated $1.11M sold.

Grandeur Peak Global Advisors first reported a position in MORN in Q2 2020 and held it in 14 quarters. The position peaked at $2.19M in Q4 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Grandeur Peak Global Advisors reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Grandeur Peak Global Advisors sold 4,766 Morningstar shares in Q4 2025, an estimated $1.11M.
Grandeur Peak Global Advisors first reported a position in Morningstar in Q2 2020 and held it in 14 quarters.
Grandeur Peak Global Advisors's Morningstar position peaked at $2.19M in Q4 2024.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.