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Occudo Quantitative Strategies’s Morningstar MORN Stock Holding History

Occudo Quantitative Strategies’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 		$424K Sell
2,717
-834
-23% -$145K 0.02% 533
2026
Q1 		$599K Sell
3,551
-4,676
-57% -$869K 0.03% 477
2025
Q4 		$1.79M Buy
8,227
+6,684
+433% +$1.45M 0.12% 225
2025
Q3 		$358K Buy
+1,543
New +$411K 0.04% 455
2025
Q1 		– Sell
-2,111
Closed -$711K – 819
2024
Q4 		$711K Buy
+2,111
New +$721K 0.13% 227

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

Occudo Quantitative Strategies's MORN Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Morningstar (MORN) stake by 23% in Q2 2026, selling an estimated $145K and leaving 2,717 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #533.

Occudo Quantitative Strategies first reported a position in MORN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.79M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Occudo Quantitative Strategies held 2,717 shares of Morningstar worth $424K as of Q2 2026.
  • Occudo Quantitative Strategies sold 834 Morningstar shares in Q2 2026, an estimated $145K.
  • Morningstar made up 0.02% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #533 holding.
  • Occudo Quantitative Strategies first reported a position in Morningstar in Q4 2024 and has held it in 5 quarters since.
  • Occudo Quantitative Strategies's Morningstar position peaked at $1.79M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.