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MORN icon

HRT Financial’s Morningstar MORN Stock Holding History

HRT Financial’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 		$448K Sell
2,876
-40,632
-93% -$7.06M ﹤0.01% 2779
2026
Q1 		$7.36M Sell
43,508
-85,448
-66% -$15.9M 0.02% 770
2025
Q4 		$28M Buy
128,956
+30,682
+31% +$6.64M 0.09% 165
2025
Q3 		$22.8M Buy
98,274
+66,501
+209% +$17.7M 0.08% 161
2025
Q2 		$9.97M Buy
31,773
+14,619
+85% +$4.33M 0.04% 309
2025
Q1 		$5.14M Buy
17,154
+14,719
+604% +$4.63M 0.03% 427
2024
Q4 		$820K Buy
+2,435
New +$831K ﹤0.01% 1176
2023
Q2 		– Sell
-15,194
Closed -$3.08M – 2951
2023
Q1 		$3.08M Sell
15,194
-7,950
-34% -$1.75M 0.04% 420
2022
Q4 		$5.01M Buy
23,144
+1,651
+8% +$376K 0.07% 267
2022
Q3 		$4.56M Buy
+21,493
New +$5.11M 0.05% 316
2022
Q1 		– Sell
-7,654
Closed -$2.62M – 3571
2021
Q4 		$2.62M Buy
7,654
+3,225
+73% +$998K 0.02% 517
2021
Q3 		$1.15M Buy
+4,429
New +$1.16M 0.01% 1139

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 $3.38T AUM 44.17% 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

HRT Financial's MORN Position: Q2 2026 in Review

HRT Financial reduced its Morningstar (MORN) stake by 93% in Q2 2026, selling an estimated $7.06M and leaving 2,876 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

HRT Financial first reported a position in MORN in Q3 2021 and has held it in 12 quarters since. The position peaked at $28M in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • HRT Financial held 2,876 shares of Morningstar worth $448K as of Q2 2026.
  • HRT Financial sold 40,632 Morningstar shares in Q2 2026, an estimated $7.06M.
  • Morningstar made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2779 holding.
  • HRT Financial first reported a position in Morningstar in Q3 2021 and has held it in 12 quarters since.
  • HRT Financial's Morningstar position peaked at $28M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.