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New Age Alpha Advisors’s Morningstar MORN Stock Holding History

New Age Alpha 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 		$473K Sell
3,034
-10,530
-78% -$1.83M 0.02% 625
2026
Q1 		$2.29M Sell
13,564
-492
-4% -$91.4K 0.11% 279
2025
Q4 		$3.05M Buy
14,056
+8,398
+148% +$1.82M 0.13% 236
2025
Q3 		$1.31M Sell
5,658
-164
-3% -$43.7K 0.06% 382
2025
Q2 		$1.83M Buy
5,822
+351
+6% +$104K 0.08% 324
2025
Q1 		$1.64M Buy
+5,471
New +$1.72M 0.07% 348

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

New Age Alpha Advisors's MORN Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Morningstar (MORN) stake by 78% in Q2 2026, selling an estimated $1.83M and leaving 3,034 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #625.

New Age Alpha Advisors first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • New Age Alpha Advisors held 3,034 shares of Morningstar worth $473K as of Q2 2026.
  • New Age Alpha Advisors sold 10,530 Morningstar shares in Q2 2026, an estimated $1.83M.
  • Morningstar made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #625 holding.
  • New Age Alpha Advisors first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Morningstar position peaked at $3.05M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.