Nisa Investment Advisors
MORN icon

Nisa Investment Advisors’s Morningstar MORN Stock Holding History

Nisa Investment 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 		$47.4K Buy
304
+286
+1,589% +$49.7K ﹤0.01% 1875
2026
Q1 		$3.04K Sell
18
-45
-71% -$8.36K ﹤0.01% 2545
2025
Q4 		$13.7K Sell
63
-4
-6% -$866 ﹤0.01% 2095
2025
Q3 		$15.5K Buy
67
+52
+347% +$13.9K ﹤0.01% 2101
2025
Q2 		$4.71K Sell
15
-169
-92% -$50K ﹤0.01% 2459
2025
Q1 		$55.2K Hold
184
– – ﹤0.01% 1564
2024
Q4 		$62K Hold
184
– – ﹤0.01% 1616
2024
Q3 		$58.7K Sell
184
-12
-6% -$3.73K ﹤0.01% 1606
2024
Q2 		$58K Buy
196
+54
+38% +$16K ﹤0.01% 1623
2024
Q1 		$43.8K Buy
142
+12
+9% +$3.46K ﹤0.01% 1692
2023
Q4 		$37.2K Buy
130
+5
+4% +$1.3K ﹤0.01% 1705
2023
Q3 		$29.3K Hold
125
– – ﹤0.01% 1891
2023
Q2 		$24.5K Buy
+125
New +$24.8K ﹤0.01% 2027
2023
Q1 		– Sell
-1,576
Closed -$341K – 2628
2022
Q4 		$341K Sell
1,576
-693
-31% -$158K ﹤0.01% 1226
2022
Q3 		$493K Buy
2,269
+742
+49% +$176K ﹤0.01% 1040
2022
Q2 		$369K Buy
1,527
+1,507
+7,535% +$380K ﹤0.01% 1148
2022
Q1 		$5K Hold
20
– – ﹤0.01% 2313
2021
Q4 		$6K Sell
20
-12,280
-100% -$3.8M ﹤0.01% 2078
2021
Q3 		$3.19M Buy
12,300
+12,280
+61,400% +$3.23M 0.02% 580
2021
Q2 		$5K Hold
20
– – ﹤0.01% 2277
2021
Q1 		$5K Hold
20
– – ﹤0.01% 2258
2020
Q4 		$5K Buy
+20
New +$3.97K ﹤0.01% 2266
2018
Q4 		– Sell
-16,181
Closed -$2.04M – 1974
2018
Q3 		$2.04M Buy
+16,181
New +$2.18M 0.02% 655

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

Nisa Investment Advisors's MORN Position: Q2 2026 in Review

Nisa Investment Advisors increased its Morningstar (MORN) stake by 1,589% in Q2 2026, buying an estimated $49.7K and bringing the position to 304 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Nisa Investment Advisors first reported a position in MORN in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.19M in Q3 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Nisa Investment Advisors held 304 shares of Morningstar worth $47.4K as of Q2 2026.
  • Nisa Investment Advisors bought 286 Morningstar shares in Q2 2026, an estimated $49.7K.
  • Morningstar made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1875 holding.
  • Nisa Investment Advisors first reported a position in Morningstar in Q3 2018 and has held it in 23 quarters since.
  • Nisa Investment Advisors's Morningstar position peaked at $3.19M in Q3 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.