LSV Asset Management
MORN icon

LSV Asset Management’s Morningstar MORN Stock Holding History

LSV 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 		$437K Hold
2,800
– – ﹤0.01% 752
2026
Q1 		$473K Buy
+2,800
New +$520K ﹤0.01% 711

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

LSV Asset Management held its Morningstar (MORN) position steady in Q2 2026 at 2,800 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

LSV Asset Management first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $473K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • LSV Asset Management held 2,800 shares of Morningstar worth $437K as of Q2 2026.
  • LSV Asset Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #752 holding.
  • LSV Asset Management first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • LSV Asset Management's Morningstar position peaked at $473K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.