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MORN icon

InceptionR’s Morningstar MORN Stock Holding History

InceptionR’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 		– Sell
-3,070
Closed -$519K – 822
2026
Q1 		$519K Buy
+3,070
New +$570K 0.12% 298
2024
Q2 		– Sell
-2,247
Closed -$693K – 762
2024
Q1 		$693K Buy
2,247
+1,144
+104% +$330K 0.18% 224
2023
Q4 		$316K Buy
+1,103
New +$287K 0.23% 206
2023
Q1 		– Sell
-1,561
Closed -$338K – 531
2022
Q4 		$338K Buy
+1,561
New +$356K 0.18% 250

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

InceptionR's MORN Position: Q2 2026 in Review

InceptionR sold out of Morningstar (MORN) in Q2 2026, closing a stake of 3,070 shares — an estimated $519K sold.

InceptionR first reported a position in MORN in Q4 2022 and held it in 4 quarters. The position peaked at $693K in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • InceptionR reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 3,070 Morningstar shares in Q2 2026, an estimated $519K.
  • InceptionR first reported a position in Morningstar in Q4 2022 and held it in 4 quarters.
  • InceptionR's Morningstar position peaked at $693K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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