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Keeler Thomas Management’s Morningstar MORN Stock Holding History

Keeler Thomas 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
Q2 		$522K Buy
3,348
+420
+14% +$73K 0.19% 108
2026
Q1 		$495K Sell
2,928
-14
-0.5% -$2.6K 0.21% 96
2025
Q4 		$639K Sell
2,942
-1,421
-33% -$308K 0.3% 79
2025
Q3 		$1.01M Buy
4,363
+78
+2% +$20.8K 0.41% 78
2025
Q2 		$1.35M Buy
+4,285
New +$1.27M 0.58% 54

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Keeler Thomas Management's MORN Position: Q2 2026 in Review

Keeler Thomas Management increased its Morningstar (MORN) stake by 14% in Q2 2026, buying an estimated $73K and bringing the position to 3,348 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #108.

Keeler Thomas Management first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Keeler Thomas Management held 3,348 shares of Morningstar worth $522K as of Q2 2026.
  • Keeler Thomas Management bought 420 Morningstar shares in Q2 2026, an estimated $73K.
  • Morningstar made up 0.19% of Keeler Thomas Management's portfolio in Q2 2026, its #108 holding.
  • Keeler Thomas Management first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Keeler Thomas Management's Morningstar position peaked at $1.35M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.