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HUB Investment Partners’s Morningstar MORN Stock Holding History

HUB Investment Partners’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 		$292K Buy
+1,870
New +$325K 0.01% 1012
2026
Q1 		– Sell
-1,365
Closed -$297K – 1193
2025
Q4 		$297K Buy
+1,365
New +$296K 0.01% 674

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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

HUB Investment Partners's MORN Position: Q2 2026 in Review

HUB Investment Partners opened a new position in Morningstar (MORN) in Q2 2026: 1,870 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in MORN as recently as Q4 2025.

HUB Investment Partners first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $297K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • HUB Investment Partners held 1,870 shares of Morningstar worth $292K as of Q2 2026.
  • Morningstar was a new HUB Investment Partners position in Q2 2026.
  • Morningstar made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1012 holding.
  • HUB Investment Partners first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • HUB Investment Partners's Morningstar position peaked at $297K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.