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MORN icon

Harbour Investments’s Morningstar MORN Stock Holding History

Harbour Investments’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
Q1 		– Sell
-21
Closed -$4.56K – 4743
2025
Q4 		$4.56K Buy
21
+9
+75% +$1.95K ﹤0.01% 3044
2025
Q3 		$2.78K Sell
12
-21
-64% -$5.6K ﹤0.01% 3182
2025
Q2 		$10.4K Buy
33
+27
+450% +$7.99K ﹤0.01% 2552
2025
Q1 		$1.8K Hold
6
– – ﹤0.01% 3109
2024
Q4 		$2.02K Hold
6
– – ﹤0.01% 3018
2024
Q3 		$1.92K Hold
6
– – ﹤0.01% 2936
2024
Q2 		$1.77K Hold
6
– – ﹤0.01% 2846
2024
Q1 		$1.85K Buy
6
+2
+50% +$576 ﹤0.01% 2798
2023
Q4 		$1.15K Hold
4
– – ﹤0.01% 2794
2023
Q3 		$937 Buy
+4
New +$903 ﹤0.01% 2717
2021
Q4 		– Sell
-28
Closed -$7K – 3286
2021
Q3 		$7K Sell
28
-1
-3% -$263 ﹤0.01% 2838
2021
Q2 		$8K Buy
29
+14
+93% +$3.4K ﹤0.01% 2853
2021
Q1 		$3K Buy
+15
New +$3.52K ﹤0.01% 3102

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Harbour Investments's MORN Position: Q1 2026 in Review

Harbour Investments sold out of Morningstar (MORN) in Q1 2026, closing a stake of 21 shares — an estimated $4.56K sold.

Harbour Investments first reported a position in MORN in Q1 2021 and held it in 13 quarters. The position peaked at $10.4K in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Harbour Investments reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 21 Morningstar shares in Q1 2026, an estimated $4.56K.
  • Harbour Investments first reported a position in Morningstar in Q1 2021 and held it in 13 quarters.
  • Harbour Investments's Morningstar position peaked at $10.4K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.