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Los Angeles Capital Management’s
Morningstar
MORN
Stock Holding History
Los Angeles 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
2026
Q1
$109M
Buy
645,384
+645,273
+581,327%
+$120M
0.43%
51
2025
Q4
$23.8K
Buy
+111
New
+$24K
﹤0.01%
1812
2022
Q2
–
Sell
-736
Closed
-$201K
–
1404
2022
Q1
$201K
Sell
736
-1,342
-65%
-$379K
﹤0.01%
1359
2021
Q4
$711K
Sell
2,078
-141
-6%
-$43.6K
﹤0.01%
849
2021
Q3
$575K
Sell
2,219
-87
-4%
-$22.9K
﹤0.01%
989
2021
Q2
$593K
Buy
2,306
+556
+32%
+$135K
﹤0.01%
1098
2021
Q1
$394K
Hold
1,750
–
–
﹤0.01%
1322
2020
Q4
$405K
Hold
1,750
–
–
﹤0.01%
1284
2020
Q3
$281K
Buy
+1,750
New
+$276K
﹤0.01%
1291
Other funds holding MORN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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