Pacer Advisors
MORN icon

Pacer Advisors’s Morningstar MORN Stock Holding History

Pacer Advisors’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 		$387K Sell
2,482
-298
-11% -$51.8K ﹤0.01% 1623
2026
Q1 		$470K Sell
2,780
-104
-4% -$19.3K ﹤0.01% 1518
2025
Q4 		$627K Sell
2,884
-1,746
-38% -$378K ﹤0.01% 1693
2025
Q3 		$1.07M Buy
4,630
+3,410
+280% +$909K ﹤0.01% 1396
2025
Q2 		$383K Sell
1,220
-40
-3% -$11.8K ﹤0.01% 1493
2025
Q1 		$378K Sell
1,260
-3,691
-75% -$1.16M ﹤0.01% 1583
2024
Q4 		$1.67M Buy
4,951
+970
+24% +$331K ﹤0.01% 1099
2024
Q3 		$1.27M Buy
3,981
+103
+3% +$32K ﹤0.01% 1217
2024
Q2 		$1.15M Sell
3,878
-36
-0.9% -$10.7K ﹤0.01% 1217
2024
Q1 		$1.21M Buy
3,914
+68
+2% +$19.6K ﹤0.01% 1130
2023
Q4 		$1.1M Buy
3,846
+1,629
+73% +$424K ﹤0.01% 1091
2023
Q3 		$519K Buy
+2,217
New +$501K ﹤0.01% 1111
2017
Q4 		– Sell
-2,596
Closed -$221K – 1247
2017
Q3 		$221K Buy
2,596
+275
+12% +$22.4K 0.02% 982
2017
Q2 		$182K Buy
2,321
+253
+12% +$19.1K 0.02% 1027
2017
Q1 		$163K Buy
2,068
+174
+9% +$13.5K 0.02% 977
2016
Q4 		$139K Buy
1,894
+180
+11% +$13.2K 0.02% 971
2016
Q3 		$136K Buy
1,714
+144
+9% +$11.8K 0.02% 937
2016
Q2 		$128K Buy
+1,570
New +$131K 0.02% 940

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

Pacer Advisors's MORN Position: Q2 2026 in Review

Pacer Advisors reduced its Morningstar (MORN) stake by 11% in Q2 2026, selling an estimated $51.8K and leaving 2,482 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Pacer Advisors first reported a position in MORN in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Pacer Advisors held 2,482 shares of Morningstar worth $387K as of Q2 2026.
  • Pacer Advisors sold 298 Morningstar shares in Q2 2026, an estimated $51.8K.
  • Morningstar made up ﹤0.01% of Pacer Advisors's portfolio in Q2 2026, its #1623 holding.
  • Pacer Advisors first reported a position in Morningstar in Q2 2016 and has held it in 18 quarters since.
  • Pacer Advisors's Morningstar position peaked at $1.67M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Pacer Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.