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Kera Capital Partners’s Morningstar MORN Stock Holding History

Kera Capital Partners’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 		$554K Buy
3,551
+950
+37% +$165K 0.05% 291
2026
Q1 		$440K Sell
2,601
-795
-23% -$148K 0.05% 295
2025
Q4 		$686K Buy
+3,396
New +$735K 0.08% 154
2025
Q3 		– Sell
-730
Closed -$229K – 445
2025
Q2 		$229K Buy
+730
New +$216K 0.05% 291

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

Kera Capital Partners's MORN Position: Q2 2026 in Review

Kera Capital Partners increased its Morningstar (MORN) stake by 37% in Q2 2026, buying an estimated $165K and bringing the position to 3,551 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #291.

Kera Capital Partners first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. The position peaked at $686K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Kera Capital Partners held 3,551 shares of Morningstar worth $554K as of Q2 2026.
  • Kera Capital Partners bought 950 Morningstar shares in Q2 2026, an estimated $165K.
  • Morningstar made up 0.05% of Kera Capital Partners's portfolio in Q2 2026, its #291 holding.
  • Kera Capital Partners first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • Kera Capital Partners's Morningstar position peaked at $686K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.