Morgan Stanley’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $232M | Sell |
1,484,135
-246,414
| -14% | -$42.8M | 0.01% | 938 |
|
|
2026
Q1 | $293M | Sell |
1,730,549
-275,776
| -14% | -$51.2M | 0.02% | 756 |
|
|
2025
Q4 | $436M | Buy |
2,006,325
+47,360
| +2% | +$10.3M | 0.03% | 582 |
|
|
2025
Q3 | $454M | Sell |
1,958,965
-114,013
| -5% | -$30.4M | 0.03% | 555 |
|
|
2025
Q2 | $651M | Sell |
2,072,978
-28,127
| -1% | -$8.33M | 0.04% | 413 |
|
|
2025
Q1 | $630M | Buy |
2,101,105
+44,195
| +2% | +$13.9M | 0.05% | 394 |
|
|
2024
Q4 | $693M | Sell |
2,056,910
-19,624
| -0.9% | -$6.7M | 0.05% | 363 |
|
|
2024
Q3 | $663M | Buy |
2,076,534
+56,301
| +3% | +$17.5M | 0.05% | 362 |
|
|
2024
Q2 | $598M | Buy |
2,020,233
+83,254
| +4% | +$24.6M | 0.05% | 375 |
|
|
2024
Q1 | $597M | Buy |
1,936,979
+924
| +0% | +$266K | 0.05% | 375 |
|
|
2023
Q4 | $554M | Sell |
1,936,055
-21,255
| -1% | -$5.54M | 0.05% | 356 |
|
|
2023
Q3 | $458M | Buy |
1,957,310
+19,119
| +1% | +$4.32M | 0.05% | 389 |
|
|
2023
Q2 | $380M | Buy |
1,938,191
+317,029
| +20% | +$62.8M | 0.04% | 453 |
|
|
2023
Q1 | $329M | Buy |
1,621,162
+401,988
| +33% | +$88.4M | 0.04% | 512 |
|
|
2022
Q4 | $264M | Buy |
1,219,174
+1,063,888
| +685% | +$243M | 0.03% | 573 |
|
|
2022
Q3 | $33M | Sell |
155,286
-27,005
| -15% | -$6.42M | ﹤0.01% | 1677 |
|
|
2022
Q2 | $44.1M | Buy |
182,291
+111,040
| +156% | +$28M | 0.01% | 1471 |
|
|
2022
Q1 | $19.5M | Sell |
71,251
-28,186
| -28% | -$7.97M | ﹤0.01% | 2141 |
|
|
2021
Q4 | $34M | Sell |
99,437
-3,551
| -3% | -$1.1M | ﹤0.01% | 1647 |
|
|
2021
Q3 | $26.7M | Buy |
102,988
+8,044
| +8% | +$2.11M | ﹤0.01% | 1786 |
|
|
2021
Q2 | $24.4M | Buy |
94,944
+26,780
| +39% | +$6.5M | ﹤0.01% | 1943 |
|
|
2021
Q1 | $15.3M | Buy |
68,164
+2,426
| +4% | +$569K | ﹤0.01% | 2201 |
|
|
2020
Q4 | $15.2M | Buy |
65,738
+17,594
| +37% | +$3.49M | ﹤0.01% | 2076 |
|
|
2020
Q3 | $7.73M | Buy |
48,144
+803
| +2% | +$127K | ﹤0.01% | 2267 |
|
|
2020
Q2 | $6.67M | Buy |
47,341
+6,031
| +15% | +$851K | ﹤0.01% | 2370 |
|
|
2020
Q1 | $4.8M | Buy |
41,310
+2,009
| +5% | +$291K | ﹤0.01% | 2502 |
|
|
2019
Q4 | $5.95M | Sell |
39,301
-22,344
| -36% | -$3.43M | ﹤0.01% | 3006 |
|
|
2019
Q3 | $9.01M | Buy |
61,645
+27,364
| +80% | +$4.21M | ﹤0.01% | 2236 |
|
|
2019
Q2 | $4.96M | Sell |
34,281
-3,961
| -10% | -$547K | ﹤0.01% | 2925 |
|
|
2019
Q1 | $4.82M | Buy |
38,242
+5,187
| +16% | +$624K | ﹤0.01% | 2760 |
|
|
2018
Q4 | $3.63M | Sell |
33,055
-7,072
| -18% | -$829K | ﹤0.01% | 3250 |
|
|
2018
Q3 | $5.05M | Buy |
40,127
+9,450
| +31% | +$1.27M | ﹤0.01% | 3167 |
|
|
2018
Q2 | $3.93M | Sell |
30,677
-36,761
| -55% | -$4.2M | ﹤0.01% | 3421 |
|
|
2018
Q1 | $6.44M | Buy |
67,438
+8,926
| +15% | +$858K | ﹤0.01% | 2757 |
|
|
2017
Q4 | $5.67M | Buy |
58,512
+4,668
| +9% | +$420K | ﹤0.01% | 2980 |
|
|
2017
Q3 | $4.58M | Sell |
53,844
-18,598
| -26% | -$1.52M | ﹤0.01% | 3049 |
|
|
2017
Q2 | $5.67M | Buy |
72,442
+9,105
| +14% | +$687K | ﹤0.01% | 2715 |
|
|
2017
Q1 | $4.98M | Sell |
63,337
-36,268
| -36% | -$2.82M | ﹤0.01% | 2869 |
|
|
2016
Q4 | $7.33M | Sell |
99,605
-11,780
| -11% | -$866K | ﹤0.01% | 2595 |
|
|
2016
Q3 | $8.83M | Buy |
111,385
+19,872
| +22% | +$1.63M | ﹤0.01% | 2125 |
|
|
2016
Q2 | $7.48M | Buy |
91,513
+23,350
| +34% | +$1.95M | ﹤0.01% | 2230 |
|
|
2016
Q1 | $6.02M | Sell |
68,163
-28,462
| -29% | -$2.27M | ﹤0.01% | 2349 |
|
|
2015
Q4 | $7.77M | Buy |
96,625
+21,534
| +29% | +$1.74M | ﹤0.01% | 2230 |
|
|
2015
Q3 | $6.03M | Buy |
75,091
+14,220
| +23% | +$1.16M | ﹤0.01% | 2480 |
|
|
2015
Q2 | $4.84M | Buy |
60,871
+5,235
| +9% | +$401K | ﹤0.01% | 2822 |
|
|
2015
Q1 | $4.17M | Buy |
55,636
+5,151
| +10% | +$365K | ﹤0.01% | 2922 |
|
|
2014
Q4 | $3.27M | Buy |
50,485
+40,299
| +396% | +$2.67M | ﹤0.01% | 3130 |
|
|
2014
Q3 | $691K | Sell |
10,186
-11,636
| -53% | -$796K | ﹤0.01% | 4342 |
|
|
2014
Q2 | $1.57M | Sell |
21,822
-6,941
| -24% | -$508K | ﹤0.01% | 3687 |
|
|
2014
Q1 | $2.27M | Sell |
28,763
-50,234
| -64% | -$4M | ﹤0.01% | 3306 |
|
|
2013
Q4 | $6.17M | Sell |
78,997
-2,627,904
| -97% | -$209M | ﹤0.01% | 2383 |
|
|
2013
Q3 | $215M | Sell |
2,706,901
-56,625
| -2% | -$4.38M | 0.1% | 226 |
|
|
2013
Q2 | $214M | Buy |
+2,763,526
| New | +$191M | 0.11% | 223 |
|
Other funds holding MORN
Morgan Stanley's MORN Position: Q2 2026 in Review
Morgan Stanley reduced its Morningstar (MORN) stake by 14% in Q2 2026, selling an estimated $42.8M and leaving 1,484,135 shares worth $232M. The position accounts for 0.01% of the portfolio, ranked #938.
Morgan Stanley first reported a position in MORN in Q2 2013 and has held it in 53 quarters since. The position peaked at $693M in Q4 2024. 417 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Morgan Stanley held 1,484,135 shares of Morningstar worth $232M as of Q2 2026.
- Morgan Stanley sold 246,414 Morningstar shares in Q2 2026, an estimated $42.8M.
- Morningstar made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #938 holding.
- Morgan Stanley first reported a position in Morningstar in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Morningstar position peaked at $693M in Q4 2024.
- 417 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.