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LECAP Asset Management’s Morningstar MORN Stock Holding History

LECAP Asset 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
2026
Q2 		– Sell
-9,626
Closed -$1.63M – 339
2026
Q1 		$1.63M Buy
+9,626
New +$1.79M 0.61% 44
2025
Q2 		– Sell
-5,782
Closed -$1.73M – 358
2025
Q1 		$1.73M Buy
+5,782
New +$1.82M 0.4% 108

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

LECAP Asset Management's MORN Position: Q2 2026 in Review

LECAP Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 9,626 shares — an estimated $1.63M sold.

LECAP Asset Management first reported a position in MORN in Q1 2025 and held it in 2 quarters. The position peaked at $1.73M in Q1 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • LECAP Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 9,626 Morningstar shares in Q2 2026, an estimated $1.63M.
  • LECAP Asset Management first reported a position in Morningstar in Q1 2025 and held it in 2 quarters.
  • LECAP Asset Management's Morningstar position peaked at $1.73M in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.