Pallas Capital Advisors’s Morningstar MORN Stock Holding History

Pallas Capital 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	$259K	Buy	+1,663	New	+$289K	0.01%	795
2026 Q1	–	Sell	-2,183	Closed	-$474K	–	939
2025 Q4	$474K	Buy	+2,183	New	+$473K	0.02%	544
2025 Q3	–	Sell	-669	Closed	-$210K	–	930
2025 Q2	$210K	Buy	+669	New	+$198K	0.01%	759
2023 Q2	–	Sell	-6,290	Closed	-$1.3M	–	285
2023 Q1	$1.3M	Buy	6,290 +183	+3%	+$40.2K	0.12%	121
2022 Q4	$1.47M	Buy	6,107 +143	+2%	+$32.6K	0.15%	113
2022 Q3	$1.37M	Sell	5,964 -4,683	-44%	-$1.11M	0.15%	105
2022 Q2	$2.65M	Buy	10,647 +232	+2%	+$58.5K	0.36%	61
2022 Q1	$2.85M	Buy	10,415 +1,165	+13%	+$329K	0.36%	62
2021 Q4	$2.58M	Buy	9,250 +513	+6%	+$159K	0.31%	68
2021 Q3	$2.72M	Buy	8,737 +2,331	+36%	+$612K	0.3%	71
2021 Q2	$1.71M	Buy	6,406 +858	+15%	+$208K	0.24%	79
2021 Q1	$1.41M	Buy	+5,548	New	+$1.3M	0.31%	59

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

Pallas Capital Advisors's MORN Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in Morningstar (MORN) in Q2 2026: 1,663 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in MORN as recently as Q4 2025.

Pallas Capital Advisors first reported a position in MORN in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.85M in Q1 2022. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Pallas Capital Advisors held 1,663 shares of Morningstar worth $259K as of Q2 2026.
Morningstar was a new Pallas Capital Advisors position in Q2 2026.
Morningstar made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #795 holding.
Pallas Capital Advisors first reported a position in Morningstar in Q1 2021 and has held it in 12 quarters since.
Pallas Capital Advisors's Morningstar position peaked at $2.85M in Q1 2022.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.