Lazard Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.49M | Buy |
14,737
+2,820
| +24% | +$524K | ﹤0.01% | 803 |
|
|
2025
Q4 | $2.59M | Sell |
11,917
-53,900
| -82% | -$11.7M | ﹤0.01% | 765 |
|
|
2025
Q3 | $15.3M | Buy |
65,817
+16,865
| +34% | +$4.5M | 0.02% | 356 |
|
|
2025
Q2 | $15.4M | Buy |
48,952
+38,489
| +368% | +$11.4M | 0.02% | 457 |
|
|
2025
Q1 | $3.14M | Buy |
10,463
+8,773
| +519% | +$2.76M | ﹤0.01% | 826 |
|
|
2024
Q4 | $569K | Buy |
+1,690
| New | +$577K | ﹤0.01% | 1328 |
|
|
2023
Q3 | – | Sell |
-74,263
| Closed | -$14.6M | – | 2402 |
|
|
2023
Q2 | $14.6M | Sell |
74,263
-6,313
| -8% | -$1.25M | 0.02% | 483 |
|
|
2023
Q1 | $16.4M | Sell |
80,576
-23,480
| -23% | -$5.16M | 0.02% | 469 |
|
|
2022
Q4 | $22.5M | Buy |
104,056
+6,632
| +7% | +$1.51M | 0.03% | 389 |
|
|
2022
Q3 | $20.7M | Sell |
97,424
-14,418
| -13% | -$3.43M | 0.03% | 404 |
|
|
2022
Q2 | $27M | Sell |
111,842
-3,096
| -3% | -$780K | 0.04% | 355 |
|
|
2022
Q1 | $31.4M | Sell |
114,938
-5,827
| -5% | -$1.65M | 0.04% | 360 |
|
|
2021
Q4 | $41.3M | Sell |
120,765
-19,504
| -14% | -$6.04M | 0.04% | 332 |
|
|
2021
Q3 | $36.3M | Sell |
140,269
-9,939
| -7% | -$2.61M | 0.04% | 346 |
|
|
2021
Q2 | $38.6M | Sell |
150,208
-312
| -0.2% | -$75.7K | 0.04% | 332 |
|
|
2021
Q1 | $33.9M | Sell |
150,520
-18,594
| -11% | -$4.36M | 0.04% | 331 |
|
|
2020
Q4 | $39.2M | Sell |
169,114
-27,347
| -14% | -$5.43M | 0.05% | 306 |
|
|
2020
Q3 | $31.6M | Sell |
196,461
-57,903
| -23% | -$9.15M | 0.04% | 314 |
|
|
2020
Q2 | $35.9M | Sell |
254,364
-65,876
| -21% | -$9.3M | 0.06% | 240 |
|
|
2020
Q1 | $37.2M | Buy |
320,240
+72,895
| +29% | +$10.6M | 0.07% | 197 |
|
|
2019
Q4 | $37.4M | Buy |
247,345
+145,050
| +142% | +$22.3M | 0.05% | 227 |
|
|
2019
Q3 | $14.9M | Sell |
102,295
-874
| -0.8% | -$135K | 0.02% | 391 |
|
|
2019
Q2 | $14.9M | Buy |
103,169
+9,472
| +10% | +$1.31M | 0.02% | 386 |
|
|
2019
Q1 | $11.8M | Buy |
93,697
+11,780
| +14% | +$1.42M | 0.02% | 398 |
|
|
2018
Q4 | $9M | Buy |
81,917
+5,818
| +8% | +$682K | 0.02% | 429 |
|
|
2018
Q3 | $9.58M | Buy |
76,099
+3,221
| +4% | +$434K | 0.02% | 458 |
|
|
2018
Q2 | $9.35M | Sell |
72,878
-12,379
| -15% | -$1.42M | 0.02% | 450 |
|
|
2018
Q1 | $8.14M | Sell |
85,257
-60,611
| -42% | -$5.83M | 0.01% | 475 |
|
|
2017
Q4 | $14.1M | Buy |
145,868
+5,598
| +4% | +$504K | 0.02% | 366 |
|
|
2017
Q3 | $11.9M | Buy |
140,270
+30,726
| +28% | +$2.5M | 0.02% | 396 |
|
|
2017
Q2 | $8.58M | Sell |
109,544
-342,384
| -76% | -$25.8M | 0.02% | 459 |
|
|
2017
Q1 | $35.5M | Sell |
451,928
-11,028
| -2% | -$858K | 0.07% | 199 |
|
|
2016
Q4 | $34.1M | Buy |
462,956
+24,322
| +6% | +$1.79M | 0.07% | 195 |
|
|
2016
Q3 | $34.8M | Buy |
438,634
+19,283
| +5% | +$1.59M | 0.07% | 182 |
|
|
2016
Q2 | $34.3M | Buy |
419,351
+10,184
| +2% | +$851K | 0.07% | 174 |
|
|
2016
Q1 | $36.1M | Buy |
409,167
+22,273
| +6% | +$1.78M | 0.08% | 171 |
|
|
2015
Q4 | $31.1M | Buy |
386,894
+72,184
| +23% | +$5.85M | 0.07% | 190 |
|
|
2015
Q3 | $25.3M | Buy |
314,710
+84,237
| +37% | +$6.88M | 0.06% | 207 |
|
|
2015
Q2 | $18.3M | Buy |
+230,473
| New | +$17.7M | 0.04% | 272 |
|
Other funds holding MORN
VPM
VCM
Lazard Asset Management's MORN Position: Q1 2026 in Review
Lazard Asset Management increased its Morningstar (MORN) stake by 24% in Q1 2026, buying an estimated $524K and bringing the position to 14,737 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #803.
Lazard Asset Management first reported a position in MORN in Q2 2015 and has held it in 39 quarters since. The position peaked at $41.3M in Q4 2021. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Lazard Asset Management held 14,737 shares of Morningstar worth $2.49M as of Q1 2026.
- Lazard Asset Management bought 2,820 Morningstar shares in Q1 2026, an estimated $524K.
- Morningstar made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #803 holding.
- Lazard Asset Management first reported a position in Morningstar in Q2 2015 and has held it in 39 quarters since.
- Lazard Asset Management's Morningstar position peaked at $41.3M in Q4 2021.
- 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.