New York State Teachers Retirement System (NYSTRS)
MORN icon

New York State Teachers Retirement System (NYSTRS)’s Morningstar MORN Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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 		$1.09M Buy
6,970
+2,232
+47% +$388K ﹤0.01% 1273
2026
Q1 		$801K Sell
4,738
-862
-15% -$160K ﹤0.01% 1311
2025
Q4 		$1.22M Sell
5,600
-300
-5% -$65K ﹤0.01% 1263
2025
Q3 		$1.37M Sell
5,900
-100
-2% -$26.7K ﹤0.01% 1220
2025
Q2 		$1.88M Buy
6,000
+100
+2% +$29.6K ﹤0.01% 1122
2025
Q1 		$1.77M Hold
5,900
– – ﹤0.01% 1127
2024
Q4 		$1.99M Sell
5,900
-2,545
-30% -$869K ﹤0.01% 1116
2024
Q3 		$2.69M Sell
8,445
-100
-1% -$31.1K 0.01% 1021
2024
Q2 		$2.53M Buy
8,545
+2,545
+42% +$753K 0.01% 1027
2024
Q1 		$1.85M Buy
6,000
+200
+3% +$57.6K ﹤0.01% 1150
2023
Q4 		$1.66M Buy
5,800
+200
+4% +$52.1K ﹤0.01% 1172
2023
Q3 		$1.31M Buy
+5,600
New +$1.26M ﹤0.01% 1213
2021
Q4 		– Sell
-100
Closed -$26K – 1656
2021
Q3 		$26K Hold
100
– – ﹤0.01% 1630
2021
Q2 		$26K Buy
+100
New +$24.3K ﹤0.01% 1607

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 York State Teachers Retirement System (NYSTRS)'s MORN Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) increased its Morningstar (MORN) stake by 47% in Q2 2026, buying an estimated $388K and bringing the position to 6,970 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

New York State Teachers Retirement System (NYSTRS) first reported a position in MORN in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.69M in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • New York State Teachers Retirement System (NYSTRS) held 6,970 shares of Morningstar worth $1.09M as of Q2 2026.
  • New York State Teachers Retirement System (NYSTRS) bought 2,232 Morningstar shares in Q2 2026, an estimated $388K.
  • Morningstar made up ﹤0.01% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #1273 holding.
  • New York State Teachers Retirement System (NYSTRS) first reported a position in Morningstar in Q2 2021 and has held it in 14 quarters since.
  • New York State Teachers Retirement System (NYSTRS)'s Morningstar position peaked at $2.69M in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.