Numerai’s Morningstar MORN Stock Holding History

Numerai’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	$2.82M	Buy	18,066 +4,999	+38%	+$869K	0.23%	127
2026 Q1	$2.21M	Buy	13,067 +1,379	+12%	+$256K	0.22%	138
2025 Q4	$2.54M	Buy	11,688 +8,241	+239%	+$1.78M	0.31%	89
2025 Q3	$800K	Buy	+3,447	New	+$919K	0.11%	242

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Numerai's MORN Position: Q2 2026 in Review

Numerai increased its Morningstar (MORN) stake by 38% in Q2 2026, buying an estimated $869K and bringing the position to 18,066 shares worth $2.82M. The position accounts for 0.23% of the portfolio, ranked #127.

Numerai first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Numerai held 18,066 shares of Morningstar worth $2.82M as of Q2 2026.
Numerai bought 4,999 Morningstar shares in Q2 2026, an estimated $869K.
Morningstar made up 0.23% of Numerai's portfolio in Q2 2026, its #127 holding.
Numerai first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.