Mariner
MORN icon

Mariner’s Morningstar MORN Stock Holding History

Mariner’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 		$7.75M Buy
49,671
+33,147
+201% +$5.76M 0.01% 849
2026
Q1 		$2.79M Sell
16,524
-455
-3% -$84.5K ﹤0.01% 1347
2025
Q4 		$3.69M Buy
16,979
+10,222
+151% +$2.21M ﹤0.01% 1159
2025
Q3 		$1.57M Buy
6,757
+2,719
+67% +$725K ﹤0.01% 1589
2025
Q2 		$1.27M Buy
4,038
+2,498
+162% +$739K ﹤0.01% 1639
2025
Q1 		$462K Sell
1,540
-165
-10% -$52K ﹤0.01% 2266
2024
Q4 		$574K Buy
1,705
+165
+11% +$56.3K ﹤0.01% 2076
2024
Q3 		$491K Buy
1,540
+172
+13% +$53.4K ﹤0.01% 2136
2024
Q2 		$405K Buy
1,368
+83
+6% +$24.6K ﹤0.01% 2215
2024
Q1 		$396K Buy
1,285
+71
+6% +$20.5K ﹤0.01% 2216
2023
Q4 		$348K Buy
1,214
+36
+3% +$9.38K ﹤0.01% 2214
2023
Q3 		$276K Buy
1,178
+95
+9% +$21.4K ﹤0.01% 2228
2023
Q2 		$212K Sell
1,083
-84
-7% -$16.6K ﹤0.01% 2416
2023
Q1 		$237K Sell
1,167
-275
-19% -$60.5K ﹤0.01% 2258
2022
Q4 		$312K Buy
1,442
+147
+11% +$33.5K ﹤0.01% 1999
2022
Q3 		$275K Buy
+1,295
New +$308K ﹤0.01% 1837

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

Mariner's MORN Position: Q2 2026 in Review

Mariner increased its Morningstar (MORN) stake by 201% in Q2 2026, buying an estimated $5.76M and bringing the position to 49,671 shares worth $7.75M. The position accounts for 0.01% of the portfolio, ranked #849.

Mariner first reported a position in MORN in Q3 2022 and has held it in 16 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Mariner held 49,671 shares of Morningstar worth $7.75M as of Q2 2026.
  • Mariner bought 33,147 Morningstar shares in Q2 2026, an estimated $5.76M.
  • Morningstar made up 0.01% of Mariner's portfolio in Q2 2026, its #849 holding.
  • Mariner first reported a position in Morningstar in Q3 2022 and has held it in 16 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.