Motley Fool Asset Management’s Morningstar MORN Stock Holding History

Motley Fool 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 Q2	$1.46M	Sell	9,373 -378	-4%	-$65.7K	0.06%	158
2026 Q1	$1.65M	Sell	9,751 -588	-6%	-$109K	0.07%	151
2025 Q4	$2.25M	Sell	10,339 -8,216	-44%	-$1.78M	0.09%	146
2025 Q3	$4.3M	Buy	18,555 +6,802	+58%	+$1.81M	0.18%	111
2025 Q2	$3.69M	Sell	11,753 -3,557	-23%	-$1.05M	0.17%	109
2025 Q1	$4.59M	Sell	15,310 -486	-3%	-$153K	0.26%	83
2024 Q4	$5.32M	Buy	15,796 +1,362	+9%	+$465K	0.28%	75
2024 Q3	$4.57M	Buy	14,434 +237	+2%	+$73.6K	0.27%	84
2024 Q2	$4.23M	Sell	14,197 -588	-4%	-$174K	0.28%	77
2024 Q1	$4.56M	Sell	14,785 -392	-3%	-$113K	0.29%	76
2023 Q4	$4.34M	Sell	15,177 -343	-2%	-$89.4K	0.32%	73
2023 Q3	$3.64M	Sell	15,520 -441	-3%	-$99.6K	0.29%	74
2023 Q2	$3.13M	Buy	+15,961	New	+$3.16M	0.28%	72

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Motley Fool Asset Management's MORN Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Morningstar (MORN) stake by 3.9% in Q2 2026, selling an estimated $65.7K and leaving 9,373 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #158.

Motley Fool Asset Management first reported a position in MORN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.32M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Motley Fool Asset Management held 9,373 shares of Morningstar worth $1.46M as of Q2 2026.
Motley Fool Asset Management sold 378 Morningstar shares in Q2 2026, an estimated $65.7K.
Morningstar made up 0.06% of Motley Fool Asset Management's portfolio in Q2 2026, its #158 holding.
Motley Fool Asset Management first reported a position in Morningstar in Q2 2023 and has held it in 13 quarters since.
Motley Fool Asset Management's Morningstar position peaked at $5.32M in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.