Optiver Holding
MORN icon

Optiver Holding’s Morningstar MORN Stock Holding History

Optiver Holding’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 		$156 Buy
+1
New +$174 ﹤0.01% 2624
2026
Q1 		– Sell
-1
Closed -$217 – 2586
2025
Q4 		$217 Sell
1
-45
-98% -$9.75K ﹤0.01% 2347
2025
Q3 		$10.7K Sell
46
-32
-41% -$8.53K ﹤0.01% 1258
2025
Q2 		$24.5K Sell
78
-3
-4% -$888 ﹤0.01% 780
2025
Q1 		$24.3K Buy
+81
New +$25.5K ﹤0.01% 648

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

Optiver Holding's MORN Position: Q2 2026 in Review

Optiver Holding opened a new position in Morningstar (MORN) in Q2 2026: 1 share worth $156. The stake represents ﹤0.01% of the portfolio and ranks #2624 among its holdings. This is a return to the name: Optiver Holding previously reported a position in MORN as recently as Q4 2025.

Optiver Holding first reported a position in MORN in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.5K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Optiver Holding held 1 share of Morningstar worth $156 as of Q2 2026.
  • Morningstar was a new Optiver Holding position in Q2 2026.
  • Morningstar made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #2624 holding.
  • Optiver Holding first reported a position in Morningstar in Q1 2025 and has held it in 5 quarters since.
  • Optiver Holding's Morningstar position peaked at $24.5K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.