L.J. Altfest & Co’s Morningstar MORN Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-1,423	Closed	-$309K	–	365
2025 Q4	$309K	Buy	+1,423	New	+$308K	0.03%	282

Other funds holding MORN

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

L.J. Altfest & Co's MORN Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,423 shares — an estimated $309K sold.

L.J. Altfest & Co first reported a position in MORN in Q4 2025 and held it in 1 quarter. The position peaked at $309K in Q4 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

L.J. Altfest & Co reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 1,423 Morningstar shares in Q1 2026, an estimated $309K.
L.J. Altfest & Co first reported a position in Morningstar in Q4 2025 and held it in 1 quarter.
L.J. Altfest & Co's Morningstar position peaked at $309K in Q4 2025.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.