Northwestern Mutual Investment Management Company’s Morningstar MORN Stock Holding History

Northwestern Mutual Investment Management Company’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	$869K	Sell	5,143 -194	-4%	-$36K	0.01%	638
2025 Q4	$1.16M	Sell	5,337 -116	-2%	-$25.1K	0.01%	527
2025 Q3	$1.27M	Sell	5,453 -490	-8%	-$131K	0.02%	488
2025 Q2	$1.87M	Sell	5,943 -64	-1%	-$18.9K	0.03%	295
2025 Q1	$1.8M	Buy	6,007 +2	+0%	+$630	0.03%	281
2024 Q4	$2.02M	Buy	6,005 +17	+0.3%	+$5.8K	0.04%	252
2024 Q3	$1.91M	Buy	5,988 +169	+3%	+$52.5K	0.04%	268
2024 Q2	$1.72M	Buy	5,819 +9	+0.2%	+$2.66K	0.04%	284
2024 Q1	$1.79M	Buy	5,810 +16	+0.3%	+$4.61K	0.05%	278
2023 Q4	$1.66M	Buy	5,794 +24	+0.4%	+$6.25K	0.04%	270
2023 Q3	$1.35M	Buy	+5,770	New	+$1.3M	0.04%	319
2016 Q1	–	Sell	-2,251	Closed	-$181K	–	979
2015 Q4	$181K	Buy	2,251 +11	+0.5%	+$891	﹤0.01%	728
2015 Q3	$180K	Hold	2,240	–	–	﹤0.01%	739
2015 Q2	$178K	Buy	2,240 +100	+5%	+$7.66K	﹤0.01%	769
2015 Q1	$160K	Buy	+2,140	New	+$152K	﹤0.01%	781

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Northwestern Mutual Investment Management Company's MORN Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company reduced its Morningstar (MORN) stake by 3.6% in Q1 2026, selling an estimated $36K and leaving 5,143 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #638.

Northwestern Mutual Investment Management Company first reported a position in MORN in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.02M in Q4 2024. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Northwestern Mutual Investment Management Company held 5,143 shares of Morningstar worth $869K as of Q1 2026.
Northwestern Mutual Investment Management Company sold 194 Morningstar shares in Q1 2026, an estimated $36K.
Morningstar made up 0.01% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #638 holding.
Northwestern Mutual Investment Management Company first reported a position in Morningstar in Q1 2015 and has held it in 15 quarters since.
Northwestern Mutual Investment Management Company's Morningstar position peaked at $2.02M in Q4 2024.
444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.