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Grove Bank & Trust’s Morningstar MORN Stock Holding History

Grove Bank & Trust’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 		$24.7K Buy
+158
New +$27.5K ﹤0.01% 533
2024
Q3 		– Sell
-100
Closed -$29.6K – 746
2024
Q2 		$29.6K Hold
100
– – ﹤0.01% 396
2024
Q1 		$30.8K Hold
100
– – 0.01% 409
2023
Q4 		$28.6K Hold
100
– – 0.01% 402
2023
Q3 		$23.4K Hold
100
– – ﹤0.01% 442
2023
Q2 		$19.6K Hold
100
– – ﹤0.01% 450
2023
Q1 		$20.3K Hold
100
– – ﹤0.01% 459
2022
Q4 		$22K Buy
+100
New +$22.8K ﹤0.01% 447

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Grove Bank & Trust's MORN Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Morningstar (MORN) in Q2 2026: 158 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in MORN as recently as Q2 2024.

Grove Bank & Trust first reported a position in MORN in Q4 2022 and has held it in 8 quarters since. The position peaked at $30.8K in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Grove Bank & Trust held 158 shares of Morningstar worth $24.7K as of Q2 2026.
  • Morningstar was a new Grove Bank & Trust position in Q2 2026.
  • Morningstar made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #533 holding.
  • Grove Bank & Trust first reported a position in Morningstar in Q4 2022 and has held it in 8 quarters since.
  • Grove Bank & Trust's Morningstar position peaked at $30.8K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.