Mercer Global Advisors
MORN icon

Mercer Global Advisors’s Morningstar MORN Stock Holding History

Mercer Global Advisors’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 		$3.76M Buy
24,099
+16,653
+224% +$2.89M ﹤0.01% 1011
2026
Q1 		$1.26M Sell
7,446
-2,615
-26% -$486K ﹤0.01% 1452
2025
Q4 		$2.19M Buy
10,061
+6,084
+153% +$1.32M ﹤0.01% 1063
2025
Q3 		$923K Buy
3,977
+1,739
+78% +$464K ﹤0.01% 1421
2025
Q2 		$702K Buy
2,238
+1,540
+221% +$456K ﹤0.01% 1387
2025
Q1 		$208K Buy
+698
New +$220K ﹤0.01% 1953
2024
Q4 		– Sell
-1,273
Closed -$403K – 2221
2024
Q3 		$403K Buy
1,273
+317
+33% +$98.5K ﹤0.01% 1463
2024
Q2 		$283K Sell
956
-44
-4% -$13K ﹤0.01% 1605
2024
Q1 		$310K Sell
1,000
-66
-6% -$19K ﹤0.01% 1544
2023
Q4 		$305K Buy
1,066
+89
+9% +$23.2K ﹤0.01% 1595
2023
Q3 		$229K Buy
+977
New +$221K ﹤0.01% 1699
2022
Q3 		– Sell
-832
Closed -$201K – 1885
2022
Q2 		$201K Buy
+832
New +$210K ﹤0.01% 1633

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

Mercer Global Advisors's MORN Position: Q2 2026 in Review

Mercer Global Advisors increased its Morningstar (MORN) stake by 224% in Q2 2026, buying an estimated $2.89M and bringing the position to 24,099 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Mercer Global Advisors first reported a position in MORN in Q2 2022 and has held it in 12 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Mercer Global Advisors held 24,099 shares of Morningstar worth $3.76M as of Q2 2026.
  • Mercer Global Advisors bought 16,653 Morningstar shares in Q2 2026, an estimated $2.89M.
  • Morningstar made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1011 holding.
  • Mercer Global Advisors first reported a position in Morningstar in Q2 2022 and has held it in 12 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.