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Mutual of America Capital Management’s Morningstar MORN Stock Holding History

Mutual of America Capital 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
Q1 		$1.49M Sell
8,799
-1,129
-11% -$210K 0.02% 874
2025
Q4 		$2.16M Sell
9,928
-1,370
-12% -$297K 0.02% 781
2025
Q3 		$2.62M Sell
11,298
-1,939
-15% -$517K 0.03% 711
2025
Q2 		$4.16M Sell
13,237
-667
-5% -$197K 0.04% 516
2025
Q1 		$4.17M Sell
13,904
-367
-3% -$116K 0.05% 493
2024
Q4 		$4.81M Sell
14,271
-313
-2% -$107K 0.05% 463
2024
Q3 		$4.65M Sell
14,584
-347
-2% -$108K 0.05% 505
2024
Q2 		$4.42M Sell
14,931
-587
-4% -$174K 0.05% 515
2024
Q1 		$4.79M Sell
15,518
-577
-4% -$166K 0.05% 501
2023
Q4 		$4.61M Sell
16,095
-816
-5% -$213K 0.05% 492
2023
Q3 		$3.96M Buy
+16,911
New +$3.82M 0.05% 536

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Mutual of America Capital Management's MORN Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Morningstar (MORN) stake by 11% in Q1 2026, selling an estimated $210K and leaving 8,799 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #874.

Mutual of America Capital Management first reported a position in MORN in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2024. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Mutual of America Capital Management held 8,799 shares of Morningstar worth $1.49M as of Q1 2026.
  • Mutual of America Capital Management sold 1,129 Morningstar shares in Q1 2026, an estimated $210K.
  • Morningstar made up 0.02% of Mutual of America Capital Management's portfolio in Q1 2026, its #874 holding.
  • Mutual of America Capital Management first reported a position in Morningstar in Q3 2023 and has held it in 11 quarters since.
  • Mutual of America Capital Management's Morningstar position peaked at $4.81M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.