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 | $5.51M | Buy |
35,300
+17,600
| +99% | +$3.06M | ﹤0.01% | 4426 |
|
|
2026
Q1 | $2.99M | Buy |
17,700
+13,000
| +277% | +$2.42M | ﹤0.01% | 5272 |
|
|
2025
Q4 | $1.02M | Sell |
4,700
-600
| -11% | -$130K | ﹤0.01% | 7149 |
|
|
2025
Q3 | $1.23M | Buy |
5,300
+2,200
| +71% | +$586K | ﹤0.01% | 6857 |
|
|
2025
Q2 | $973K | Buy |
3,100
+1,100
| +55% | +$326K | ﹤0.01% | 7505 |
|
|
2025
Q1 | $600K | Sell |
2,000
-100
| -5% | -$31.5K | ﹤0.01% | 8503 |
|
|
2024
Q4 | $707K | Sell |
2,100
-2,000
| -49% | -$683K | ﹤0.01% | 7800 |
|
|
2024
Q3 | $1.31M | Sell |
4,100
-6,400
| -61% | -$1.99M | ﹤0.01% | 6216 |
|
|
2024
Q2 | $3.11M | Buy |
10,500
+2,100
| +25% | +$622K | ﹤0.01% | 4244 |
|
|
2024
Q1 | $2.59M | Sell |
8,400
-11,800
| -58% | -$3.4M | ﹤0.01% | 4802 |
|
|
2023
Q4 | $5.78M | Sell |
20,200
-4,800
| -19% | -$1.25M | ﹤0.01% | 3469 |
|
|
2023
Q3 | $5.86M | Buy |
25,000
+23,400
| +1,463% | +$5.28M | ﹤0.01% | 3281 |
|
|
2023
Q2 | $314K | Sell |
1,600
-2,700
| -63% | -$535K | ﹤0.01% | 9339 |
|
|
2023
Q1 | $873K | Sell |
4,300
-1,000
| -19% | -$220K | ﹤0.01% | 7174 |
|
|
2022
Q4 | $1.15M | Sell |
5,300
-7,800
| -60% | -$1.78M | ﹤0.01% | 5871 |
|
|
2022
Q3 | $2.78M | Buy |
13,100
+8,600
| +191% | +$2.05M | ﹤0.01% | 4230 |
|
|
2022
Q2 | $1.09M | Buy |
4,500
+2,800
| +165% | +$706K | ﹤0.01% | 6319 |
|
|
2022
Q1 | $464K | Sell |
1,700
-4,100
| -71% | -$1.16M | ﹤0.01% | 9178 |
|
|
2021
Q4 | $1.98M | Buy |
5,800
+2,200
| +61% | +$681K | ﹤0.01% | 5527 |
|
|
2021
Q3 | $933K | Buy |
3,600
+800
| +29% | +$210K | ﹤0.01% | 7742 |
|
|
2021
Q2 | $720K | Sell |
2,800
-21,500
| -88% | -$5.22M | ﹤0.01% | 8673 |
|
|
2021
Q1 | $5.47M | Buy |
24,300
+3,000
| +14% | +$703K | ﹤0.01% | 3733 |
|
|
2020
Q4 | $4.93M | Buy |
21,300
+19,100
| +868% | +$3.79M | ﹤0.01% | 3428 |
|
|
2020
Q3 | $353K | Sell |
2,200
-600
| -21% | -$94.8K | ﹤0.01% | 8378 |
|
|
2020
Q2 | $395K | Buy |
2,800
+600
| +27% | +$84.7K | ﹤0.01% | 7845 |
|
|
2020
Q1 | $256K | Sell |
2,200
-6,900
| -76% | -$1,000K | ﹤0.01% | 8275 |
|
|
2019
Q4 | $1.38M | Buy |
9,100
+1,400
| +18% | +$215K | ﹤0.01% | 4940 |
|
|
2019
Q3 | $1.13M | Buy |
7,700
+6,300
| +450% | +$970K | ﹤0.01% | 5445 |
|
|
2019
Q2 | $202K | Sell |
1,400
-16,800
| -92% | -$2.32M | ﹤0.01% | 9104 |
|
|
2019
Q1 | $2.29M | Sell |
18,200
-75,200
| -81% | -$9.04M | ﹤0.01% | 3543 |
|
|
2018
Q4 | $10.3M | Buy |
93,400
+71,400
| +325% | +$8.37M | ﹤0.01% | 1588 |
|
|
2018
Q3 | $2.77M | Buy |
22,000
+1,400
| +7% | +$189K | ﹤0.01% | 3479 |
|
|
2018
Q2 | $2.64M | Sell |
20,600
-12,000
| -37% | -$1.37M | ﹤0.01% | 3582 |
|
|
2018
Q1 | $3.11M | Buy |
+32,600
| New | +$3.13M | ﹤0.01% | 3201 |
|
|
2017
Q1 | – | Sell |
-2,900
| Closed | -$213K | – | 9574 |
|
|
2016
Q4 | $213K | Buy |
+2,900
| New | +$213K | ﹤0.01% | 8570 |
|
|
2014
Q4 | – | Sell |
-11,800
| Closed | -$801K | – | 9925 |
|
|
2014
Q3 | $801K | Sell |
11,800
-8,500
| -42% | -$582K | ﹤0.01% | 6368 |
|
|
2014
Q2 | $1.46M | Sell |
20,300
-1,200
| -6% | -$87.7K | ﹤0.01% | 5291 |
|
|
2014
Q1 | $1.7M | Sell |
21,500
-1,100
| -5% | -$87.6K | ﹤0.01% | 4600 |
|
|
2013
Q4 | $1.76M | Sell |
22,600
-11,700
| -34% | -$930K | ﹤0.01% | 4510 |
|
|
2013
Q3 | $2.72M | Sell |
34,300
-3,100
| -8% | -$240K | ﹤0.01% | 3626 |
|
|
2013
Q2 | $2.9M | Buy |
+37,400
| New | +$2.59M | ﹤0.01% | 3311 |
|
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.