Hillsdale Investment Management’s Morningstar MORN Stock Holding History

Hillsdale Investment Management’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	$1.22M	Buy	7,810 +1,000	+15%	+$174K	0.03%	369
2026 Q1	$1.15M	Buy	+6,810	New	+$1.27M	0.03%	348
2021 Q1	–	Sell	-2,200	Closed	-$510K	–	635
2020 Q4	$510K	Buy	2,200 +2,140	+3,567%	+$425K	0.05%	349
2020 Q3	$10K	Buy	60 +30	+100%	+$4.74K	﹤0.01%	491
2020 Q2	$4K	Sell	30 -15	-33%	-$2.12K	﹤0.01%	513
2020 Q1	$5K	Buy	+45	New	+$6.52K	﹤0.01%	524
2016 Q2	–	Sell	-4,300	Closed	-$380K	–	541
2016 Q1	$380K	Hold	4,300	–	–	0.13%	182
2015 Q4	$346K	Hold	4,300	–	–	0.13%	213
2015 Q3	$345K	Hold	4,300	–	–	0.12%	171
2015 Q2	$342K	Buy	+4,300	New	+$329K	0.1%	190

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hillsdale Investment Management's MORN Position: Q2 2026 in Review

Hillsdale Investment Management increased its Morningstar (MORN) stake by 15% in Q2 2026, buying an estimated $174K and bringing the position to 7,810 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #369.

Hillsdale Investment Management first reported a position in MORN in Q2 2015 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Hillsdale Investment Management held 7,810 shares of Morningstar worth $1.22M as of Q2 2026.
Hillsdale Investment Management bought 1,000 Morningstar shares in Q2 2026, an estimated $174K.
Morningstar made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #369 holding.
Hillsdale Investment Management first reported a position in Morningstar in Q2 2015 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.