MGP
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M&G plc’s Morningstar MORN Stock Holding History

M&G plc’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 		– Sell
-149,783
Closed -$25.3M – 393
2026
Q1 		$25.3M Sell
149,783
-6,464
-4% -$1.2M 0.13% 115
2025
Q4 		$33.9M Buy
156,247
+1,113
+0.7% +$241K 0.17% 112
2025
Q3 		$36M Sell
155,134
-8,753
-5% -$2.33M 0.19% 104
2025
Q2 		$51.5M Sell
163,887
-4,790
-3% -$1.42M 0.28% 88
2025
Q1 		$50.6M Sell
168,677
-7,993
-5% -$2.52M 0.24% 76
2024
Q4 		$59.5M Sell
176,670
-6,138
-3% -$2.1M 0.37% 66
2024
Q3 		$58.3M Buy
182,808
+9,703
+6% +$3.02M 0.21% 85
2024
Q2 		$51.2M Buy
173,105
+3,322
+2% +$983K 0.2% 82
2024
Q1 		$52.3M Buy
+169,783
New +$48.9M 0.2% 75

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

M&G plc's MORN Position: Q2 2026 in Review

M&G plc sold out of Morningstar (MORN) in Q2 2026, closing a stake of 149,783 shares — an estimated $25.3M sold.

M&G plc first reported a position in MORN in Q1 2024 and held it in 9 quarters. The position peaked at $59.5M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • M&G plc reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • M&G plc sold 149,783 Morningstar shares in Q2 2026, an estimated $25.3M.
  • M&G plc first reported a position in Morningstar in Q1 2024 and held it in 9 quarters.
  • M&G plc's Morningstar position peaked at $59.5M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.