MV Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Other funds holding MORN
MV Capital Management's MORN Position: Q2 2026 in Review
MV Capital Management reduced its Morningstar (MORN) stake by 57% in Q2 2026, selling an estimated $695 and leaving 3 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #1037.
MV Capital Management first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- MV Capital Management held 3 shares of Morningstar worth $469 as of Q2 2026.
- MV Capital Management sold 4 Morningstar shares in Q2 2026, an estimated $695.
- Morningstar made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1037 holding.
- MV Capital Management first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
- MV Capital Management's Morningstar position peaked at $1.18K in Q1 2026.
- 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.