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Landscape Capital Management’s Morningstar MORN Stock Holding History

Landscape Capital 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
2025
Q2 		– Sell
-923
Closed -$277K – 760
2025
Q1 		$277K Buy
+923
New +$291K 0.02% 504
2017
Q1 		– Sell
-3,553
Closed -$261K – 622
2016
Q4 		$261K Sell
3,553
-10,648
-75% -$783K 0.04% 439
2016
Q3 		$1.13M Buy
14,201
+476
+3% +$39.1K 0.15% 110
2016
Q2 		$1.12M Buy
+13,725
New +$1.15M 0.15% 169
2015
Q2 		– Sell
-3,222
Closed -$241K – 738
2015
Q1 		$241K Buy
+3,222
New +$229K 0.06% 406

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Landscape Capital Management's MORN Position: Q2 2025 in Review

Landscape Capital Management sold out of Morningstar (MORN) in Q2 2025, closing a stake of 923 shares — an estimated $277K sold.

Landscape Capital Management first reported a position in MORN in Q1 2015 and held it in 5 quarters. The position peaked at $1.13M in Q3 2016. 480 funds tracked by Wall St. Rank hold MORN as of Q2 2025.

  • Landscape Capital Management reported no remaining Morningstar position as of Q2 2025 after selling out during the quarter.
  • Landscape Capital Management sold 923 Morningstar shares in Q2 2025, an estimated $277K.
  • Landscape Capital Management first reported a position in Morningstar in Q1 2015 and held it in 5 quarters.
  • Landscape Capital Management's Morningstar position peaked at $1.13M in Q3 2016.
  • 480 funds tracked by Wall St. Rank held Morningstar as of Q2 2025.

Based on Landscape Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.