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Morningstar Investment Management’s Viper Energy VNOM Stock Holding History

Morningstar Investment Management’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Hold
33,391
– – 0.1% 188
2026
Q1 		$1.57M Buy
33,391
+9,046
+37% +$388K 0.1% 186
2025
Q4 		$940K Sell
24,345
-19
-0.1% -$719 0.06% 222
2025
Q3 		$931K Buy
+24,364
New +$928K 0.03% 361

Other funds holding VNOM

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morningstar Investment Management's VNOM Position: Q2 2026 in Review

Morningstar Investment Management held its Viper Energy (VNOM) position steady in Q2 2026 at 33,391 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #188.

Morningstar Investment Management first reported a position in VNOM in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold VNOM as of Q2 2026.

  • Morningstar Investment Management held 33,391 shares of Viper Energy worth $1.57M as of Q2 2026.
  • Morningstar Investment Management left its Viper Energy share count unchanged in Q2 2026.
  • Viper Energy made up 0.1% of Morningstar Investment Management's portfolio in Q2 2026, its #188 holding.
  • Morningstar Investment Management first reported a position in Viper Energy in Q3 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held Viper Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.