Kilter Group’s Morningstar MORN Stock Holding History

Kilter Group’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	$1.09K	Hold	7	–	–	﹤0.01%	1250
2026 Q1	$1.18K	Buy	7 +1	+17%	+$186	﹤0.01%	1182
2025 Q4	$1.3K	Buy	+6	New	+$1.3K	﹤0.01%	956

Other funds holding MORN

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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kilter Group's MORN Position: Q2 2026 in Review

Kilter Group held its Morningstar (MORN) position steady in Q2 2026 at 7 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Kilter Group first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Kilter Group held 7 shares of Morningstar worth $1.09K as of Q2 2026.
Kilter Group left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1250 holding.
Kilter Group first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
Kilter Group's Morningstar position peaked at $1.3K in Q4 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.