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Machina Capital’s Morningstar MORN Stock Holding History

Machina Capital’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 		$250K Buy
+1,602
New +$278K 0.04% 344
2026
Q1 		– Sell
-1,275
Closed -$277K – 421
2025
Q4 		$277K Sell
1,275
-1,781
-58% -$386K 0.05% 310
2025
Q3 		$709K Buy
+3,056
New +$815K 0.12% 204
2025
Q2 		– Sell
-1,301
Closed -$390K – 367
2025
Q1 		$390K Buy
1,301
+484
+59% +$152K 0.12% 222
2024
Q4 		$275K Sell
817
-225
-22% -$76.8K 0.12% 229
2024
Q3 		$333K Buy
+1,042
New +$324K 0.13% 224
2019
Q3 		– Sell
-1,310
Closed -$189K – 429
2019
Q2 		$189K Buy
+1,310
New +$181K 0.07% 278

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

Machina Capital's MORN Position: Q2 2026 in Review

Machina Capital opened a new position in Morningstar (MORN) in Q2 2026: 1,602 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #344 among its holdings. This is a return to the name: Machina Capital previously reported a position in MORN as recently as Q4 2025.

Machina Capital first reported a position in MORN in Q2 2019 and has held it in 7 quarters since. The position peaked at $709K in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Machina Capital held 1,602 shares of Morningstar worth $250K as of Q2 2026.
  • Morningstar was a new Machina Capital position in Q2 2026.
  • Morningstar made up 0.04% of Machina Capital's portfolio in Q2 2026, its #344 holding.
  • Machina Capital first reported a position in Morningstar in Q2 2019 and has held it in 7 quarters since.
  • Machina Capital's Morningstar position peaked at $709K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.