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GSA Capital Partners’s Morningstar MORN Stock Holding History

GSA Capital Partners’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 		– Sell
-3,576
Closed -$605K – 2008
2026
Q1 		$605K Buy
+3,576
New +$664K 0.04% 799
2025
Q4 		– Sell
-1,629
Closed -$378K – 1940
2025
Q3 		$378K Buy
1,629
+924
+131% +$246K 0.03% 1053
2025
Q2 		$221K Sell
705
-1,964
-74% -$581K 0.02% 1456
2025
Q1 		$800K Buy
+2,669
New +$840K 0.07% 485
2022
Q2 		– Sell
-1,010
Closed -$276K – 1656
2022
Q1 		$276K Sell
1,010
-1,154
-53% -$326K 0.04% 954
2021
Q4 		$740K Buy
2,164
+1,023
+90% +$317K 0.09% 357
2021
Q3 		$296K Buy
+1,141
New +$300K 0.03% 1030
2020
Q4 		– Sell
-8,117
Closed -$1.3M – 1464
2020
Q3 		$1.3M Buy
8,117
+5,612
+224% +$887K 0.22% 55
2020
Q2 		$353K Buy
+2,505
New +$354K 0.2% 137

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

GSA Capital Partners's MORN Position: Q2 2026 in Review

GSA Capital Partners sold out of Morningstar (MORN) in Q2 2026, closing a stake of 3,576 shares — an estimated $605K sold.

GSA Capital Partners first reported a position in MORN in Q2 2020 and held it in 9 quarters. The position peaked at $1.3M in Q3 2020. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • GSA Capital Partners reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • GSA Capital Partners sold 3,576 Morningstar shares in Q2 2026, an estimated $605K.
  • GSA Capital Partners first reported a position in Morningstar in Q2 2020 and held it in 9 quarters.
  • GSA Capital Partners's Morningstar position peaked at $1.3M in Q3 2020.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on GSA Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.