MAM
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Meeder Asset Management’s Morningstar MORN Stock Holding History

Meeder 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
Q1 		$9.4M Sell
55,614
-2,083
-4% -$387K 0.54% 48
2025
Q4 		$12.5M Buy
57,697
+1,901
+3% +$412K 0.68% 35
2025
Q3 		$12.9M Buy
55,796
+14,812
+36% +$3.95M 0.74% 36
2025
Q2 		$12.9M Buy
40,984
+40,729
+15,972% +$12.1M 0.79% 31
2025
Q1 		$76.5K Sell
255
-76
-23% -$23.9K 0.01% 345
2024
Q4 		$111K Hold
331
– – 0.01% 277
2024
Q3 		$106K Buy
+331
New +$103K 0.01% 290
2023
Q1 		– Sell
-152
Closed -$32.9K – 755
2022
Q4 		$32.9K Buy
152
+150
+7,500% +$34.2K ﹤0.01% 567
2022
Q3 		$0 Buy
2
+1
+100% +$238 ﹤0.01% 2282
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2338
2022
Q1 		$0 Buy
+1
New +$283 ﹤0.01% 2448
2021
Q4 		– Sell
-3
Closed -$1K – 1884
2021
Q3 		$1K Hold
3
– – ﹤0.01% 2343
2021
Q2 		$1K Buy
3
+1
+50% +$243 ﹤0.01% 2365
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2419
2020
Q4 		$0 Hold
2
– – ﹤0.01% 2079
2020
Q3 		$0 Buy
+2
New +$316 ﹤0.01% 2299
2020
Q2 		– Sell
-2
Closed – – 2302
2020
Q1 		$0 Buy
+2
New +$290 ﹤0.01% 2449
2019
Q2 		– Sell
-183
Closed -$23K – 2098
2019
Q1 		$23K Sell
183
-414
-69% -$49.8K ﹤0.01% 1048
2018
Q4 		$66K Sell
597
-6,598
-92% -$773K 0.01% 748
2018
Q3 		$905K Buy
7,195
+5,075
+239% +$684K 0.07% 245
2018
Q2 		$272K Buy
+2,120
New +$242K 0.02% 458
2018
Q1 		– Sell
-13
Closed -$1K – 1670
2017
Q4 		$1K Buy
+13
New +$1.17K ﹤0.01% 1576
2017
Q2 		– Sell
-398
Closed -$31K – 1793
2017
Q1 		$31K Buy
+398
New +$31K ﹤0.01% 667

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Meeder Asset Management's MORN Position: Q1 2026 in Review

Meeder Asset Management reduced its Morningstar (MORN) stake by 3.6% in Q1 2026, selling an estimated $387K and leaving 55,614 shares worth $9.4M. The position accounts for 0.54% of the portfolio, ranked #48.

Meeder Asset Management first reported a position in MORN in Q1 2017 and has held it in 23 quarters since. The position peaked at $12.9M in Q3 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Meeder Asset Management held 55,614 shares of Morningstar worth $9.4M as of Q1 2026.
  • Meeder Asset Management sold 2,083 Morningstar shares in Q1 2026, an estimated $387K.
  • Morningstar made up 0.54% of Meeder Asset Management's portfolio in Q1 2026, its #48 holding.
  • Meeder Asset Management first reported a position in Morningstar in Q1 2017 and has held it in 23 quarters since.
  • Meeder Asset Management's Morningstar position peaked at $12.9M in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.