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Incline Global Management’s Morningstar MORN Stock Holding History

Incline Global 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
Q1 		$14.9M Buy
88,354
+82,076
+1,307% +$15.2M 5.87% 7
2025
Q4 		$1.36M Sell
6,278
-60,703
-91% -$13.1M 0.47% 25
2025
Q3 		$15.5M Buy
+66,981
New +$17.9M 4.61% 6
2020
Q4 		– Sell
-46,489
Closed -$7.47M – 21
2020
Q3 		$7.47M Buy
+46,489
New +$7.34M 1.43% 18

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Incline Global Management's MORN Position: Q1 2026 in Review

Incline Global Management increased its Morningstar (MORN) stake by 1,307% in Q1 2026, buying an estimated $15.2M and bringing the position to 88,354 shares worth $14.9M. The position accounts for 5.87% of the portfolio, ranked #7.

Incline Global Management first reported a position in MORN in Q3 2020 and has held it in 4 quarters since. The position peaked at $15.5M in Q3 2025. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Incline Global Management held 88,354 shares of Morningstar worth $14.9M as of Q1 2026.
  • Incline Global Management bought 82,076 Morningstar shares in Q1 2026, an estimated $15.2M.
  • Morningstar made up 5.87% of Incline Global Management's portfolio in Q1 2026, its #7 holding.
  • Incline Global Management first reported a position in Morningstar in Q3 2020 and has held it in 4 quarters since.
  • Incline Global Management's Morningstar position peaked at $15.5M in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Incline Global Management's 13F filing for Q1 2026, filed 15 May 2026.