Panagora Asset Management’s Morningstar MORN Stock Holding History

Panagora Asset Management’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	–	Sell	-34,615	Closed	-$5.85M	–	1253
2026 Q1	$5.85M	Sell	34,615 -4,194	-11%	-$779K	0.02%	386
2025 Q4	$8.43M	Sell	38,809 -19,278	-33%	-$4.18M	0.03%	315
2025 Q3	$13.5M	Sell	58,087 -574	-1%	-$153K	0.05%	244
2025 Q2	$18.4M	Buy	58,661 +1,969	+3%	+$583K	0.08%	199
2025 Q1	$17M	Buy	56,692 +55,574	+4,971%	+$17.5M	0.08%	199
2024 Q4	$376K	Buy	1,118 +4	+0.4%	+$1.37K	﹤0.01%	897
2024 Q3	$356K	Buy	1,114 +246	+28%	+$76.4K	﹤0.01%	1003
2024 Q2	$257K	Buy	868 +68	+9%	+$20.1K	﹤0.01%	1076
2024 Q1	$247K	Hold	800	–	–	﹤0.01%	1111
2023 Q4	$229K	Buy	+800	New	+$208K	﹤0.01%	1151
2022 Q3	–	Sell	-29,713	Closed	-$7.18M	–	1504
2022 Q2	$7.18M	Sell	29,713 -9,878	-25%	-$2.49M	0.05%	310
2022 Q1	$10.8M	Sell	39,591 -304	-0.8%	-$85.9K	0.06%	273
2021 Q4	$13.6M	Sell	39,895 -1,720	-4%	-$532K	0.07%	241
2021 Q3	$10.8M	Buy	41,615 +39,441	+1,814%	+$10.4M	0.06%	284
2021 Q2	$559K	Buy	2,174 +52	+2%	+$12.6K	﹤0.01%	1279
2021 Q1	$478K	Hold	2,122	–	–	﹤0.01%	1351
2020 Q4	$491K	Sell	2,122 -4	-0.2%	-$795	﹤0.01%	1236
2020 Q3	$341K	Hold	2,126	–	–	﹤0.01%	1306
2020 Q2	$300K	Hold	2,126	–	–	﹤0.01%	1382
2020 Q1	$247K	Hold	2,126	–	–	﹤0.01%	1394
2019 Q4	$322K	Hold	2,126	–	–	﹤0.01%	1446
2019 Q3	$311K	Hold	2,126	–	–	﹤0.01%	1474
2019 Q2	$308K	Sell	2,126 -48	-2%	-$6.63K	﹤0.01%	1627
2019 Q1	$274K	Sell	2,174 -934	-30%	-$112K	﹤0.01%	1601
2018 Q4	$341K	Buy	3,108 +991	+47%	+$116K	﹤0.01%	1454
2018 Q3	$267K	Sell	2,117 -14,891	-88%	-$2.01M	﹤0.01%	1572
2018 Q2	$2.18M	Buy	17,008 +11,667	+218%	+$1.33M	0.01%	843
2018 Q1	$510K	Buy	5,341 +3,251	+156%	+$313K	﹤0.01%	1382
2017 Q4	$203K	Hold	2,090	–	–	﹤0.01%	1669
2017 Q3	$178K	Sell	2,090 -17,826	-90%	-$1.45M	﹤0.01%	1728
2017 Q2	$1.56M	Hold	19,916	–	–	0.01%	954
2017 Q1	$1.56M	Buy	19,916 +17,826	+853%	+$1.39M	0.01%	972
2016 Q4	$154K	Hold	2,090	–	–	﹤0.01%	1827
2016 Q3	$166K	Sell	2,090 -7,591	-78%	-$624K	﹤0.01%	1824
2016 Q2	$792K	Hold	9,681	–	–	﹤0.01%	1211
2016 Q1	$855K	Buy	9,681 +8,881	+1,110%	+$708K	﹤0.01%	1165
2015 Q4	$64K	Hold	800	–	–	﹤0.01%	1909
2015 Q3	$64K	Sell	800 -1,527	-66%	-$125K	﹤0.01%	1930
2015 Q2	$185K	Buy	2,327 +1,527	+191%	+$117K	﹤0.01%	1722
2015 Q1	$60K	Hold	800	–	–	﹤0.01%	2055
2014 Q4	$52K	Hold	800	–	–	﹤0.01%	2027
2014 Q3	$54K	Sell	800 -18,135	-96%	-$1.24M	﹤0.01%	2006
2014 Q2	$1.36M	Buy	18,935 +702	+4%	+$51.3K	0.01%	963
2014 Q1	$1.44M	Buy	18,233 +17,433	+2,179%	+$1.39M	0.01%	1005
2013 Q4	$62K	Hold	800	–	–	﹤0.01%	1938
2013 Q3	$63K	Hold	800	–	–	﹤0.01%	1974
2013 Q2	$62K	Buy	+800	New	+$55.4K	﹤0.01%	1968

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

Panagora Asset Management's MORN Position: Q2 2026 in Review

Panagora Asset Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 34,615 shares — an estimated $5.85M sold.

Panagora Asset Management first reported a position in MORN in Q2 2013 and held it in 47 quarters. The position peaked at $18.4M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Panagora Asset Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Panagora Asset Management sold 34,615 Morningstar shares in Q2 2026, an estimated $5.85M.
Panagora Asset Management first reported a position in Morningstar in Q2 2013 and held it in 47 quarters.
Panagora Asset Management's Morningstar position peaked at $18.4M in Q2 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.