Liontrust Investment Partners’s Morningstar MORN Stock Holding History

Liontrust Investment Partners’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	-436	Closed	-$94.7K	–	220
2025 Q4	$94.7K	Sell	436 -370,722	-100%	-$80.3M	﹤0.01%	202
2025 Q3	$86.1M	Sell	371,158 -20,658	-5%	-$5.51M	1.26%	33
2025 Q2	$123M	Buy	391,816 +68,896	+21%	+$20.4M	1.76%	18
2025 Q1	$96.8M	Sell	322,920 -10,711	-3%	-$3.37M	1.51%	28
2024 Q4	$112M	Sell	333,631 -69,144	-17%	-$23.6M	1.63%	24
2024 Q3	$119M	Hold	402,775	–	–	1.69%	23
2024 Q2	$119M	Sell	402,775 -8,386	-2%	-$2.48M	1.69%	23
2024 Q1	$127M	Sell	411,161 -13,778	-3%	-$3.97M	1.77%	24
2023 Q4	$122M	Sell	424,939 -28,191	-6%	-$7.35M	1.77%	25
2023 Q3	$106M	Sell	453,130 -16,512	-4%	-$3.73M	1.7%	23
2023 Q2	$92.1M	Buy	469,642 +319,642	+213%	+$63.3M	1.33%	30
2023 Q1	$30.5M	Buy	+150,000	New	+$33M	0.45%	44

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

Liontrust Investment Partners's MORN Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Morningstar (MORN) in Q1 2026, closing a stake of 436 shares — an estimated $94.7K sold.

Liontrust Investment Partners first reported a position in MORN in Q1 2023 and held it in 12 quarters. The position peaked at $127M in Q1 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Liontrust Investment Partners reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 436 Morningstar shares in Q1 2026, an estimated $94.7K.
Liontrust Investment Partners first reported a position in Morningstar in Q1 2023 and held it in 12 quarters.
Liontrust Investment Partners's Morningstar position peaked at $127M in Q1 2024.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.