Horizon Investments’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$110K Buy
707
+93
+15% +$16.2K ﹤0.01% 1103
2026
Q1
$103K Buy
614
+99
+19% +$18.4K ﹤0.01% 1077
2025
Q4
$112K Buy
+515
New +$112K ﹤0.01% 1048
2025
Q1
Sell
-7
Closed -$2.35K 906
2024
Q4
$2.35K Buy
+7
New +$2.39K ﹤0.01% 715

Other funds holding MORN

Horizon Investments's MORN Position: Q2 2026 in Review

Horizon Investments increased its Morningstar (MORN) stake by 15% in Q2 2026, buying an estimated $16.2K and bringing the position to 707 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Horizon Investments first reported a position in MORN in Q4 2024 and has held it in 4 quarters since. The position peaked at $112K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Horizon Investments held 707 shares of Morningstar worth $110K as of Q2 2026.
  • Horizon Investments bought 93 Morningstar shares in Q2 2026, an estimated $16.2K.
  • Morningstar made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1103 holding.
  • Horizon Investments first reported a position in Morningstar in Q4 2024 and has held it in 4 quarters since.
  • Horizon Investments's Morningstar position peaked at $112K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.