IQ EQ Fund Management’s Morningstar MORN Stock Holding History

IQ EQ Fund 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	-3,106	Closed	-$721K	–	317
2025 Q3	$721K	Hold	3,106	–	–	0.05%	240
2025 Q2	$975K	Buy	3,106 +257	+9%	+$76.1K	0.09%	209
2025 Q1	$854K	Hold	2,849	–	–	0.1%	194
2024 Q4	$959K	Sell	2,849 -98	-3%	-$33.5K	0.11%	178
2024 Q3	$940K	Hold	2,947	–	–	0.1%	222
2024 Q2	$872K	Sell	2,947 -730	-20%	-$216K	0.1%	220
2024 Q1	$1.13M	Buy	3,677 +683	+23%	+$197K	0.13%	184
2023 Q4	$857K	Sell	2,994 -536	-15%	-$140K	0.1%	218
2023 Q3	$827K	Sell	3,530 -2,155	-38%	-$487K	0.17%	150
2023 Q2	$1.11M	Sell	5,685 -337	-6%	-$66.7K	0.21%	120
2023 Q1	$1.22M	Hold	6,022	–	–	0.23%	116
2022 Q4	$1.3M	Hold	6,022	–	–	0.27%	111
2022 Q3	$1.28M	Sell	6,022 -241	-4%	-$57.3K	0.29%	113
2022 Q2	$1.51M	Hold	6,263	–	–	0.3%	112
2022 Q1	$1.71M	Buy	6,263 +1,336	+27%	+$378K	0.28%	120
2021 Q4	$1.69M	Buy	4,927 +878	+22%	+$272K	0.26%	120
2021 Q3	$1.05M	Buy	+4,049	New	+$1.06M	0.16%	149

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IQ EQ Fund Management's MORN Position: Q4 2025 in Review

IQ EQ Fund Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 3,106 shares — an estimated $721K sold.

IQ EQ Fund Management first reported a position in MORN in Q3 2021 and held it in 17 quarters. The position peaked at $1.71M in Q1 2022. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

IQ EQ Fund Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
IQ EQ Fund Management sold 3,106 Morningstar shares in Q4 2025, an estimated $721K.
IQ EQ Fund Management first reported a position in Morningstar in Q3 2021 and held it in 17 quarters.
IQ EQ Fund Management's Morningstar position peaked at $1.71M in Q1 2022.
474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on IQ EQ Fund Management's 13F filing for Q4 2025, filed 12 Feb 2026.