Group One Trading
MORN icon

Group One Trading’s Morningstar MORN Stock Holding History

Group One Trading’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
Q3 		– Sell
-15
Closed -$2.34K – 8055
2026
Q2 		$2.34K Buy
+15
New +$2.61K ﹤0.01% 7001
2022
Q4 		– Sell
-850
Closed -$180K – 7786
2022
Q3 		$180K Buy
+850
New +$202K ﹤0.01% 4249
2021
Q4 		– Sell
-100
Closed -$26K – 8609
2021
Q3 		$26K Buy
+100
New +$26.3K ﹤0.01% 7013
2021
Q2 		– Sell
-100
Closed -$23K – 8400
2021
Q1 		$23K Buy
+100
New +$23.4K ﹤0.01% 6704

Other funds holding MORN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Group One Trading's MORN Position: Q3 2026 in Review

Group One Trading sold out of Morningstar (MORN) in Q3 2026, closing a stake of 15 shares — an estimated $2.34K sold.

Group One Trading first reported a position in MORN in Q1 2021 and held it in 4 quarters. The position peaked at $180K in Q3 2022. 297 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Group One Trading reported no remaining Morningstar position as of Q3 2026 after selling out during the quarter.
  • Group One Trading sold 15 Morningstar shares in Q3 2026, an estimated $2.34K.
  • Group One Trading first reported a position in Morningstar in Q1 2021 and held it in 4 quarters.
  • Group One Trading's Morningstar position peaked at $180K in Q3 2022.
  • 297 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Group One Trading's 13F filing for Q3 2026, filed 10 Nov 2026.