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Marquette Asset Management’s Morningstar MORN Stock Holding History

Marquette 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 		– Sell
-10
Closed -$1.69K – 912
2026
Q1 		$1.69K Sell
10
-2
-17% -$372 ﹤0.01% 585
2025
Q4 		$2.61K Buy
+12
New +$2.6K ﹤0.01% 438

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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

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

Marquette Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 10 shares — an estimated $1.69K sold.

Marquette Asset Management first reported a position in MORN in Q4 2025 and held it in 2 quarters. The position peaked at $2.61K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Marquette Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Marquette Asset Management sold 10 Morningstar shares in Q2 2026, an estimated $1.69K.
  • Marquette Asset Management first reported a position in Morningstar in Q4 2025 and held it in 2 quarters.
  • Marquette Asset Management's Morningstar position peaked at $2.61K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.