Natixis Advisors
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Natixis Advisors’s Morningstar MORN Stock Holding History

Natixis Advisors’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
-14,490
Closed -$2.45M – 1855
2026
Q1 		$2.45M Buy
14,490
+779
+6% +$145K ﹤0.01% 1040
2025
Q4 		$2.98M Buy
+13,711
New +$2.97M ﹤0.01% 940
2015
Q2 		– Sell
-11,489
Closed -$861K – 1018
2015
Q1 		$861K Sell
11,489
-520
-4% -$36.9K 0.02% 812
2014
Q4 		$777K Buy
12,009
+577
+5% +$38.2K 0.01% 840
2014
Q3 		$776K Sell
11,432
-115
-1% -$7.87K 0.02% 841
2014
Q2 		$829K Buy
11,547
+997
+9% +$72.9K 0.01% 862
2014
Q1 		$834K Buy
10,550
+598
+6% +$47.6K 0.01% 820
2013
Q4 		$777K Sell
9,952
-773
-7% -$61.5K 0.01% 795
2013
Q3 		$850K Buy
10,725
+83
+0.8% +$6.42K 0.02% 718
2013
Q2 		$826K Buy
+10,642
New +$737K 0.02% 709

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

Natixis Advisors's MORN Position: Q2 2026 in Review

Natixis Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 14,490 shares — an estimated $2.45M sold.

Natixis Advisors first reported a position in MORN in Q2 2013 and held it in 10 quarters. The position peaked at $2.98M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Natixis Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Natixis Advisors sold 14,490 Morningstar shares in Q2 2026, an estimated $2.45M.
  • Natixis Advisors first reported a position in Morningstar in Q2 2013 and held it in 10 quarters.
  • Natixis Advisors's Morningstar position peaked at $2.98M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.