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Nancy E. Dempze’s Morningstar MORN Stock Holding History

Nancy E. Dempze’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 		– Sell
-1,494
Closed -$253K – 94
2026
Q1 		$253K Hold
1,494
– – 0.14% 81
2025
Q4 		$325K Hold
1,494
– – 0.17% 75
2025
Q3 		$347K Hold
1,494
– – 0.19% 71
2025
Q2 		$469K Hold
1,494
– – 0.27% 61
2025
Q1 		$448K Hold
1,494
– – 0.27% 65
2024
Q4 		$503K Sell
1,494
-1,000
-40% -$341K 0.29% 64
2024
Q3 		$796K Buy
+2,494
New +$775K 0.44% 54

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nancy E. Dempze's MORN Position: Q2 2026 in Review

Nancy E. Dempze sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,494 shares — an estimated $253K sold.

Nancy E. Dempze first reported a position in MORN in Q3 2024 and held it in 7 quarters. The position peaked at $796K in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Nancy E. Dempze reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Nancy E. Dempze sold 1,494 Morningstar shares in Q2 2026, an estimated $253K.
  • Nancy E. Dempze first reported a position in Morningstar in Q3 2024 and held it in 7 quarters.
  • Nancy E. Dempze's Morningstar position peaked at $796K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.