Holocene Advisors
MORN icon

Holocene Advisors’s Morningstar MORN Stock Holding History

Holocene Advisors’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
-25,983
Closed -$4.39M – 932
2026
Q1 		$4.39M Buy
+25,983
New +$4.83M 0.01% 427
2025
Q4 		– Sell
-34,241
Closed -$7.94M – 836
2025
Q3 		$7.94M Buy
34,241
+5,030
+17% +$1.34M 0.02% 314
2025
Q2 		$9.17M Buy
29,211
+7,927
+37% +$2.35M 0.02% 291
2025
Q1 		$6.38M Buy
21,284
+8,055
+61% +$2.54M 0.02% 331
2024
Q4 		$4.45M Buy
13,229
+8,194
+163% +$2.8M 0.01% 413
2024
Q3 		$1.61M Buy
+5,035
New +$1.56M 0.01% 567
2024
Q1 		– Sell
-2,970
Closed -$850K – 812
2023
Q4 		$850K Sell
2,970
-11,766
-80% -$3.07M ﹤0.01% 615
2023
Q3 		$3.45M Buy
14,736
+9,043
+159% +$2.04M 0.02% 446
2023
Q2 		$1.12M Buy
+5,693
New +$1.13M ﹤0.01% 622
2021
Q1 		– Sell
-1,058
Closed -$245K – 890
2020
Q4 		$245K Sell
1,058
-5,252
-83% -$1.04M ﹤0.01% 704
2020
Q3 		$1.01M Buy
6,310
+1,000
+19% +$158K 0.01% 498
2020
Q2 		$749K Buy
+5,310
New +$750K 0.01% 466
2018
Q2 		– Sell
-2,628
Closed -$251K – 665
2018
Q1 		$251K Buy
2,628
+296
+13% +$28.5K 0.01% 442
2017
Q4 		$226K Buy
+2,332
New +$210K 0.01% 602

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

Holocene Advisors's MORN Position: Q2 2026 in Review

Holocene Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 25,983 shares — an estimated $4.39M sold.

Holocene Advisors first reported a position in MORN in Q4 2017 and held it in 14 quarters. The position peaked at $9.17M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Holocene Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Holocene Advisors sold 25,983 Morningstar shares in Q2 2026, an estimated $4.39M.
  • Holocene Advisors first reported a position in Morningstar in Q4 2017 and held it in 14 quarters.
  • Holocene Advisors's Morningstar position peaked at $9.17M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.