Harbor Capital Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$727K Buy
4,299
+2,159
+101% +$401K 0.06% 393
2025
Q4
$465K Buy
2,140
+411
+24% +$89K 0.04% 505
2025
Q3
$401K Sell
1,729
-4,210
-71% -$1.12M 0.03% 528
2025
Q2
$1.86M Buy
5,939
+75
+1% +$22.2K 0.08% 317
2025
Q1
$1.76M Buy
5,864
+238
+4% +$74.9K 0.08% 313
2024
Q4
$1.9M Buy
5,626
+37
+0.7% +$12.6K 0.08% 304
2024
Q3
$1.78M Buy
5,589
+2,952
+112% +$917K 0.08% 328
2024
Q2
$780K Buy
2,637
+1,970
+295% +$583K 0.06% 411
2024
Q1
$206K Buy
667
+119
+22% +$34.3K 0.03% 592
2023
Q4
$157K Sell
548
-111
-17% -$28.9K 0.03% 387
2023
Q3
$154K Sell
659
-96
-13% -$21.7K 0.03% 377
2023
Q2
$148K Buy
755
+148
+24% +$29.3K 0.03% 396
2023
Q1
$123K Buy
607
+275
+83% +$60.5K 0.04% 232
2022
Q4
$71.9K Sell
332
-27
-8% -$6.16K 0.07% 141
2022
Q3
$76K Sell
359
-271
-43% -$64.4K 0.07% 124
2022
Q2
$152K Buy
630
+34
+6% +$8.57K 0.12% 106
2022
Q1
$163K Buy
+596
New +$168K 0.08% 127

Other funds holding MORN

Harbor Capital Advisors's MORN Position: Q1 2026 in Review

Harbor Capital Advisors increased its Morningstar (MORN) stake by 101% in Q1 2026, buying an estimated $401K and bringing the position to 4,299 shares worth $727K. The position accounts for 0.06% of the portfolio, ranked #393.

Harbor Capital Advisors first reported a position in MORN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.9M in Q4 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Harbor Capital Advisors held 4,299 shares of Morningstar worth $727K as of Q1 2026.
  • Harbor Capital Advisors bought 2,159 Morningstar shares in Q1 2026, an estimated $401K.
  • Morningstar made up 0.06% of Harbor Capital Advisors's portfolio in Q1 2026, its #393 holding.
  • Harbor Capital Advisors first reported a position in Morningstar in Q1 2022 and has held it in 17 quarters since.
  • Harbor Capital Advisors's Morningstar position peaked at $1.9M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.