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IEQ Capital’s Morningstar MORN Stock Holding History

IEQ Capital’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 		$8.41M Buy
53,907
+24,772
+85% +$4.3M 0.04% 374
2026
Q1 		$4.93M Sell
29,135
-22,472
-44% -$4.17M 0.02% 515
2025
Q4 		$11.2M Buy
51,607
+44,938
+674% +$9.73M 0.03% 319
2025
Q3 		$1.55M Buy
6,669
+1,811
+37% +$483K ﹤0.01% 849
2025
Q2 		$1.53M Buy
+4,858
New +$1.44M 0.01% 724

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

IEQ Capital's MORN Position: Q2 2026 in Review

IEQ Capital increased its Morningstar (MORN) stake by 85% in Q2 2026, buying an estimated $4.3M and bringing the position to 53,907 shares worth $8.41M. The position accounts for 0.04% of the portfolio, ranked #374.

IEQ Capital first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.2M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • IEQ Capital held 53,907 shares of Morningstar worth $8.41M as of Q2 2026.
  • IEQ Capital bought 24,772 Morningstar shares in Q2 2026, an estimated $4.3M.
  • Morningstar made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #374 holding.
  • IEQ Capital first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Morningstar position peaked at $11.2M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.