Optima Capital’s Morningstar MORN Stock Holding History

Optima Capital’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	-3	Closed	-$652	–	855
2025 Q4	$652	Buy	+3	New	+$650	﹤0.01%	1057

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Optima Capital's MORN Position: Q1 2026 in Review

Optima Capital sold out of Morningstar (MORN) in Q1 2026, closing a stake of 3 shares — an estimated $652 sold.

Optima Capital first reported a position in MORN in Q4 2025 and held it in 1 quarter. The position peaked at $652 in Q4 2025. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Optima Capital reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 Morningstar shares in Q1 2026, an estimated $652.
Optima Capital first reported a position in Morningstar in Q4 2025 and held it in 1 quarter.
Optima Capital's Morningstar position peaked at $652 in Q4 2025.
443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.