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 Q2	$87.1M	Sell	557,955 -87,429	-14%	-$15.2M	0.32%	60
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

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

Los Angeles Capital Management's MORN Position: Q2 2026 in Review

Los Angeles Capital Management reduced its Morningstar (MORN) stake by 14% in Q2 2026, selling an estimated $15.2M and leaving 557,955 shares worth $87.1M. The position accounts for 0.32% of the portfolio, ranked #60.

Los Angeles Capital Management first reported a position in MORN in Q3 2020 and has held it in 10 quarters since. The position peaked at $109M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Los Angeles Capital Management held 557,955 shares of Morningstar worth $87.1M as of Q2 2026.
Los Angeles Capital Management sold 87,429 Morningstar shares in Q2 2026, an estimated $15.2M.
Morningstar made up 0.32% of Los Angeles Capital Management's portfolio in Q2 2026, its #60 holding.
Los Angeles Capital Management first reported a position in Morningstar in Q3 2020 and has held it in 10 quarters since.
Los Angeles Capital Management's Morningstar position peaked at $109M in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.