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Norden Group’s Morningstar MORN Stock Holding History

Norden Group’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 		– Sell
-1,922
Closed -$418K – 657
2025
Q4 		$418K Sell
1,922
-2,454
-56% -$531K 0.04% 376
2025
Q3 		$1.02M Sell
4,376
-1,947
-31% -$519K 0.1% 188
2025
Q2 		$1.99M Sell
6,323
-514
-8% -$152K 0.22% 99
2025
Q1 		$2.05M Sell
6,837
-1,708
-20% -$538K 0.24% 84
2024
Q4 		$2.88M Sell
8,545
-48
-0.6% -$16.4K 0.33% 70
2024
Q3 		$2.74M Buy
8,593
+2,383
+38% +$741K 0.32% 75
2024
Q2 		$1.84M Sell
6,210
-542
-8% -$160K 0.37% 61
2024
Q1 		$2.08M Buy
6,752
+2,793
+71% +$805K 0.42% 56
2023
Q4 		$1.13M Buy
3,959
+276
+7% +$71.9K 0.2% 67
2023
Q3 		$863K Buy
+3,683
New +$831K 0.28% 85

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norden Group's MORN Position: Q1 2026 in Review

Norden Group sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,922 shares — an estimated $418K sold.

Norden Group first reported a position in MORN in Q3 2023 and held it in 10 quarters. The position peaked at $2.88M in Q4 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Norden Group reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Norden Group sold 1,922 Morningstar shares in Q1 2026, an estimated $418K.
  • Norden Group first reported a position in Morningstar in Q3 2023 and held it in 10 quarters.
  • Norden Group's Morningstar position peaked at $2.88M in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.