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INTECH Investment Management’s Morningstar MORN Stock Holding History

INTECH Investment 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
2025
Q4 		– Sell
-7,383
Closed -$1.71M – 2402
2025
Q3 		$1.71M Buy
+7,383
New +$1.97M 0.02% 860
2024
Q4 		– Sell
-7,773
Closed -$2.48M – 2402
2024
Q3 		$2.48M Buy
+7,773
New +$2.42M 0.03% 419
2023
Q2 		– Sell
-2,560
Closed -$520K – 737
2023
Q1 		$520K Sell
2,560
-1,475
-37% -$324K ﹤0.01% 609
2022
Q4 		$874K Hold
4,035
– – 0.01% 541
2022
Q3 		$857K Buy
+4,035
New +$960K 0.01% 530

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

INTECH Investment Management's MORN Position: Q4 2025 in Review

INTECH Investment Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 7,383 shares — an estimated $1.71M sold.

INTECH Investment Management first reported a position in MORN in Q3 2022 and held it in 5 quarters. The position peaked at $2.48M in Q3 2024. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • INTECH Investment Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 7,383 Morningstar shares in Q4 2025, an estimated $1.71M.
  • INTECH Investment Management first reported a position in Morningstar in Q3 2022 and held it in 5 quarters.
  • INTECH Investment Management's Morningstar position peaked at $2.48M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.