KK
MORN icon

KLP Kapitalforvaltning’s Morningstar MORN Stock Holding History

KLP Kapitalforvaltning’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 		$718K Sell
4,600
-1,000
-18% -$174K ﹤0.01% 1316
2026
Q1 		$947K Buy
5,600
+200
+4% +$37.2K ﹤0.01% 1053
2025
Q4 		$1.17M Sell
5,400
-300
-5% -$65K ﹤0.01% 952
2025
Q3 		$1.32M Sell
5,700
-100
-2% -$26.7K 0.01% 878
2025
Q2 		$1.82M Buy
5,800
+100
+2% +$29.6K 0.01% 696
2025
Q1 		$1.71M Buy
5,700
+100
+2% +$31.5K 0.01% 691
2024
Q4 		$1.89M Buy
+5,600
New +$1.91M 0.01% 683

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

KLP Kapitalforvaltning's MORN Position: Q2 2026 in Review

KLP Kapitalforvaltning reduced its Morningstar (MORN) stake by 18% in Q2 2026, selling an estimated $174K and leaving 4,600 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

KLP Kapitalforvaltning first reported a position in MORN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • KLP Kapitalforvaltning held 4,600 shares of Morningstar worth $718K as of Q2 2026.
  • KLP Kapitalforvaltning sold 1,000 Morningstar shares in Q2 2026, an estimated $174K.
  • Morningstar made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1316 holding.
  • KLP Kapitalforvaltning first reported a position in Morningstar in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Morningstar position peaked at $1.89M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.