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New York Life Investment Management’s Morningstar MORN Stock Holding History

New York Life Investment 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 		$474K Buy
2,802
+593
+27% +$110K ﹤0.01% 757
2025
Q4 		$480K Buy
+2,209
New +$478K ﹤0.01% 729

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

New York Life Investment Management's MORN Position: Q1 2026 in Review

New York Life Investment Management increased its Morningstar (MORN) stake by 27% in Q1 2026, buying an estimated $110K and bringing the position to 2,802 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

New York Life Investment Management first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $480K in Q4 2025. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • New York Life Investment Management held 2,802 shares of Morningstar worth $474K as of Q1 2026.
  • New York Life Investment Management bought 593 Morningstar shares in Q1 2026, an estimated $110K.
  • Morningstar made up ﹤0.01% of New York Life Investment Management's portfolio in Q1 2026, its #757 holding.
  • New York Life Investment Management first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • New York Life Investment Management's Morningstar position peaked at $480K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.