Linden Thomas Advisory Services’s Morningstar MORN Stock Holding History

Linden Thomas Advisory Services’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	$1.36M	Buy	8,686 +3,593	+71%	+$624K	0.11%	301
2026 Q1	$861K	Buy	5,093 +244	+5%	+$45.3K	0.08%	336
2025 Q4	$1.05M	Sell	4,849 -249	-5%	-$53.9K	0.11%	286
2025 Q3	$1.18M	Sell	5,098 -58	-1%	-$15.5K	0.12%	263
2025 Q2	$1.62M	Sell	5,156 -44	-0.8%	-$13K	0.18%	192
2025 Q1	$1.56M	Buy	5,200 +49	+1%	+$15.4K	0.2%	186
2024 Q4	$1.73M	Sell	5,151 -9	-0.2%	-$3.07K	0.22%	160
2024 Q3	$1.65M	Sell	5,160 -37	-0.7%	-$11.5K	0.23%	170
2024 Q2	$1.54M	Sell	5,197 -2,194	-30%	-$649K	0.24%	161
2024 Q1	$2.28M	Buy	7,391 +12	+0.2%	+$3.46K	0.37%	63
2023 Q4	$2.11M	Buy	7,379 +224	+3%	+$58.4K	0.39%	58
2023 Q3	$1.68M	Buy	7,155 +1,181	+20%	+$267K	0.37%	72
2023 Q2	$1.17M	Buy	5,974 +72	+1%	+$14.3K	0.26%	162
2023 Q1	$1.2M	Buy	5,902 +233	+4%	+$51.2K	0.3%	142
2022 Q4	$1.23M	Buy	+5,669	New	+$1.29M	0.35%	116

Other funds holding MORN

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Linden Thomas Advisory Services's MORN Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Morningstar (MORN) stake by 71% in Q2 2026, buying an estimated $624K and bringing the position to 8,686 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #301.

Linden Thomas Advisory Services first reported a position in MORN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Linden Thomas Advisory Services held 8,686 shares of Morningstar worth $1.36M as of Q2 2026.
Linden Thomas Advisory Services bought 3,593 Morningstar shares in Q2 2026, an estimated $624K.
Morningstar made up 0.11% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #301 holding.
Linden Thomas Advisory Services first reported a position in Morningstar in Q4 2022 and has held it in 15 quarters since.
Linden Thomas Advisory Services's Morningstar position peaked at $2.28M in Q1 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.