HPCM
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Hunter Perkins Capital Management’s Morningstar MORN Stock Holding History

Hunter Perkins Capital 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 		$1.05M Buy
6,705
+608
+10% +$106K 0.23% 84
2026
Q1 		$1.03M Buy
+6,097
New +$1.13M 0.24% 78

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

Hunter Perkins Capital Management's MORN Position: Q2 2026 in Review

Hunter Perkins Capital Management increased its Morningstar (MORN) stake by 10% in Q2 2026, buying an estimated $106K and bringing the position to 6,705 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #84.

Hunter Perkins Capital Management first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Hunter Perkins Capital Management held 6,705 shares of Morningstar worth $1.05M as of Q2 2026.
  • Hunter Perkins Capital Management bought 608 Morningstar shares in Q2 2026, an estimated $106K.
  • Morningstar made up 0.23% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #84 holding.
  • Hunter Perkins Capital Management first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.