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Michael Gelband’s Morningstar MORN Stock Holding History

Michael Gelband’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
-2,118
Closed -$358K – 1879
2026
Q1 		$358K Buy
+2,118
New +$393K ﹤0.01% 1274
2025
Q3 		– Sell
-27,066
Closed -$8.5M – 1846
2025
Q2 		$8.5M Buy
27,066
+8,497
+46% +$2.52M 0.07% 274
2025
Q1 		$5.57M Buy
+18,569
New +$5.85M 0.06% 379
2024
Q3 		– Sell
-2,410
Closed -$713K – 1911
2024
Q2 		$713K Buy
+2,410
New +$713K ﹤0.01% 1124
2023
Q3 		– Sell
-6,337
Closed -$1.24M – 1971
2023
Q2 		$1.24M Buy
6,337
+1,761
+38% +$349K 0.01% 1018
2023
Q1 		$929K Buy
4,576
+2,554
+126% +$562K 0.01% 1164
2022
Q4 		$438K Sell
2,022
-1,655
-45% -$377K 0.01% 1224
2022
Q3 		$781K Sell
3,677
-27,787
-88% -$6.61M 0.01% 1205
2022
Q2 		$7.61M Buy
+31,464
New +$7.93M 0.09% 266
2022
Q1 		– Sell
-34,257
Closed -$11.7M – 2502
2021
Q4 		$11.7M Buy
34,257
+29,331
+595% +$9.08M 0.12% 173
2021
Q3 		$1.28M Sell
4,926
-622
-11% -$163K 0.02% 918
2021
Q2 		$1.43M Buy
5,548
+1,464
+36% +$355K 0.02% 827
2021
Q1 		$919K Buy
+4,084
New +$957K 0.01% 970
2020
Q3 		– Sell
-13,719
Closed -$1.93M – 2051
2020
Q2 		$1.93M Buy
+13,719
New +$1.94M 0.05% 439
2020
Q1 		– Sell
-2,465
Closed -$373K – 1438
2019
Q4 		$373K Sell
2,465
-435
-15% -$66.8K 0.01% 1021
2019
Q3 		$424K Buy
+2,900
New +$446K 0.01% 735

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

Michael Gelband's MORN Position: Q2 2026 in Review

Michael Gelband sold out of Morningstar (MORN) in Q2 2026, closing a stake of 2,118 shares — an estimated $358K sold.

Michael Gelband first reported a position in MORN in Q3 2019 and held it in 16 quarters. The position peaked at $11.7M in Q4 2021. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Michael Gelband reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Michael Gelband sold 2,118 Morningstar shares in Q2 2026, an estimated $358K.
  • Michael Gelband first reported a position in Morningstar in Q3 2019 and held it in 16 quarters.
  • Michael Gelband's Morningstar position peaked at $11.7M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.