Jeff Yass’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.79M | Sell |
17,903
-8,258
| -32% | -$1.44M | ﹤0.01% | 5785 |
|
|
2026
Q1 | $4.42M | Sell |
26,161
-22,105
| -46% | -$4.11M | ﹤0.01% | 4461 |
|
|
2025
Q4 | $10.5M | Buy |
48,266
+4,589
| +11% | +$994K | ﹤0.01% | 2977 |
|
|
2025
Q3 | $10.1M | Buy |
43,677
+36,143
| +480% | +$9.63M | ﹤0.01% | 3021 |
|
|
2025
Q2 | $2.37M | Buy |
7,534
+4,339
| +136% | +$1.28M | ﹤0.01% | 5433 |
|
|
2025
Q1 | $958K | Sell |
3,195
-1,358
| -30% | -$428K | ﹤0.01% | 7362 |
|
|
2024
Q4 | $1.53M | Sell |
4,553
-5,387
| -54% | -$1.84M | ﹤0.01% | 5909 |
|
|
2024
Q3 | $3.17M | Buy |
9,940
+9,114
| +1,103% | +$2.83M | ﹤0.01% | 4434 |
|
|
2024
Q2 | $244K | Buy |
+826
| New | +$244K | ﹤0.01% | 9911 |
|
|
2024
Q1 | – | Sell |
-4,295
| Closed | -$1.24M | – | 12896 |
|
|
2023
Q4 | $1.23M | Sell |
4,295
-15,913
| -79% | -$4.15M | ﹤0.01% | 6479 |
|
|
2023
Q3 | $4.73M | Buy |
20,208
+7,518
| +59% | +$1.7M | ﹤0.01% | 3626 |
|
|
2023
Q2 | $2.49M | Buy |
12,690
+8,099
| +176% | +$1.6M | ﹤0.01% | 4697 |
|
|
2023
Q1 | $932K | Buy |
+4,591
| New | +$1.01M | ﹤0.01% | 7000 |
|
|
2022
Q4 | – | Sell |
-7,132
| Closed | -$1.63M | – | 13204 |
|
|
2022
Q3 | $1.51M | Sell |
7,132
-1,323
| -16% | -$315K | ﹤0.01% | 5580 |
|
|
2022
Q2 | $2.04M | Sell |
8,455
-642
| -7% | -$162K | ﹤0.01% | 4884 |
|
|
2022
Q1 | $2.48M | Sell |
9,097
-11,270
| -55% | -$3.19M | ﹤0.01% | 5003 |
|
|
2021
Q4 | $6.96M | Buy |
20,367
+18,250
| +862% | +$5.65M | ﹤0.01% | 3208 |
|
|
2021
Q3 | $548K | Sell |
2,117
-133
| -6% | -$34.9K | ﹤0.01% | 9139 |
|
|
2021
Q2 | $578K | Sell |
2,250
-315
| -12% | -$76.4K | ﹤0.01% | 9255 |
|
|
2021
Q1 | $577K | Buy |
+2,565
| New | +$601K | ﹤0.01% | 9157 |
|
|
2020
Q4 | – | Sell |
-9,017
| Closed | -$1.79M | – | 11461 |
|
|
2020
Q3 | $1.45M | Buy |
9,017
+5,679
| +170% | +$897K | ﹤0.01% | 5248 |
|
|
2020
Q2 | $471K | Sell |
3,338
-5,531
| -62% | -$781K | ﹤0.01% | 7486 |
|
|
2020
Q1 | $1.03M | Buy |
8,869
+5,969
| +206% | +$865K | ﹤0.01% | 5337 |
|
|
2019
Q4 | $439K | Sell |
2,900
-485
| -14% | -$74.5K | ﹤0.01% | 7241 |
|
|
2019
Q3 | $495K | Sell |
3,385
-221
| -6% | -$34K | ﹤0.01% | 7330 |
|
|
2019
Q2 | $522K | Buy |
+3,606
| New | +$498K | ﹤0.01% | 7174 |
|
|
2018
Q4 | – | Sell |
-1,861
| Closed | -$218K | – | 9574 |
|
|
2018
Q3 | $234K | Sell |
1,861
-5,041
| -73% | -$679K | ﹤0.01% | 7944 |
|
|
2018
Q2 | $885K | Buy |
+6,902
| New | +$789K | ﹤0.01% | 5610 |
|
|
2016
Q4 | – | Sell |
-16,000
| Closed | -$1.18M | – | 9918 |
|
|
2016
Q3 | $1.27M | Sell |
16,000
-400
| -2% | -$32.9K | ﹤0.01% | 4354 |
|
|
2016
Q2 | $1.34M | Sell |
16,400
-9,500
| -37% | -$794K | ﹤0.01% | 4279 |
|
|
2016
Q1 | $2.29M | Buy |
25,900
+17,000
| +191% | +$1.36M | ﹤0.01% | 3522 |
|
|
2015
Q4 | $716K | Sell |
8,900
-9,400
| -51% | -$762K | ﹤0.01% | 6097 |
|
|
2015
Q3 | $1.47M | Sell |
18,300
-5,315
| -23% | -$434K | ﹤0.01% | 4924 |
|
|
2015
Q2 | $1.88M | Buy |
23,615
+7,936
| +51% | +$608K | ﹤0.01% | 4855 |
|
|
2015
Q1 | $1.18M | Sell |
15,679
-11,240
| -42% | -$797K | ﹤0.01% | 5417 |
|
|
2014
Q4 | $1.74M | Buy |
26,919
+15,101
| +128% | +$1M | ﹤0.01% | 4726 |
|
|
2014
Q3 | $803K | Buy |
11,818
+8,652
| +273% | +$592K | ﹤0.01% | 6359 |
|
|
2014
Q2 | $227K | Sell |
3,166
-9,734
| -75% | -$712K | ﹤0.01% | 8856 |
|
|
2014
Q1 | $1.02M | Buy |
12,900
+9,700
| +303% | +$772K | ﹤0.01% | 5492 |
|
|
2013
Q4 | $250K | Buy |
+3,200
| New | +$254K | ﹤0.01% | 7883 |
|
|
2013
Q3 | – | Sell |
-3,698
| Closed | -$286K | – | 8627 |
|
|
2013
Q2 | $287K | Buy |
+3,698
| New | +$256K | ﹤0.01% | 6871 |
|
Other funds holding MORN
Jeff Yass's MORN Position: Q2 2026 in Review
Jeff Yass reduced its Morningstar (MORN) stake by 32% in Q2 2026, selling an estimated $1.44M and leaving 17,903 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #5785.
Jeff Yass first reported a position in MORN in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.5M in Q4 2025. 417 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Jeff Yass held 17,903 shares of Morningstar worth $2.79M as of Q2 2026.
- Jeff Yass sold 8,258 Morningstar shares in Q2 2026, an estimated $1.44M.
- Morningstar made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5785 holding.
- Jeff Yass first reported a position in Morningstar in Q2 2013 and has held it in 41 quarters since.
- Jeff Yass's Morningstar position peaked at $10.5M in Q4 2025.
- 417 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.