Marshall Wace
MORN icon

Marshall Wace’s Morningstar MORN Stock Holding History

Marshall Wace’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 		$3.29M Buy
21,114
+10,531
+100% +$1.83M ﹤0.01% 1586
2026
Q1 		$1.79M Buy
10,583
+7,129
+206% +$1.32M ﹤0.01% 1847
2025
Q4 		$751K Buy
+3,454
New +$748K ﹤0.01% 2069
2024
Q4 		– Sell
-718
Closed -$229K – 2850
2024
Q3 		$229K Buy
+718
New +$223K ﹤0.01% 2253
2023
Q4 		– Sell
-8,000
Closed -$1.87M – 2456
2023
Q3 		$1.87M Buy
+8,000
New +$1.81M ﹤0.01% 1253
2023
Q1 		– Sell
-2,218
Closed -$480K – 2944
2022
Q4 		$480K Buy
2,218
+359
+19% +$81.8K ﹤0.01% 2392
2022
Q3 		$395K Buy
+1,859
New +$442K ﹤0.01% 2831
2022
Q1 		– Sell
-417
Closed -$143K – 3754
2021
Q4 		$143K Buy
+417
New +$129K ﹤0.01% 3275
2020
Q3 		– Sell
-1,546
Closed -$218K – 1801
2020
Q2 		$218K Buy
+1,546
New +$218K ﹤0.01% 1398
2019
Q4 		– Sell
-628
Closed -$92K – 1936
2019
Q3 		$92K Sell
628
-74,091
-99% -$11.4M ﹤0.01% 1404
2019
Q2 		$10.8M Buy
74,719
+29,175
+64% +$4.03M 0.09% 257
2019
Q1 		$5.74M Buy
45,544
+36,777
+419% +$4.42M 0.05% 428
2018
Q4 		$963K Buy
+8,767
New +$1.03M 0.01% 925

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

Marshall Wace's MORN Position: Q2 2026 in Review

Marshall Wace increased its Morningstar (MORN) stake by 100% in Q2 2026, buying an estimated $1.83M and bringing the position to 21,114 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Marshall Wace first reported a position in MORN in Q4 2018 and has held it in 13 quarters since. The position peaked at $10.8M in Q2 2019. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Marshall Wace held 21,114 shares of Morningstar worth $3.29M as of Q2 2026.
  • Marshall Wace bought 10,531 Morningstar shares in Q2 2026, an estimated $1.83M.
  • Morningstar made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1586 holding.
  • Marshall Wace first reported a position in Morningstar in Q4 2018 and has held it in 13 quarters since.
  • Marshall Wace's Morningstar position peaked at $10.8M in Q2 2019.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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