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MORN icon

&Partners’s Morningstar MORN Stock Holding History

&Partners’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 		$504K Buy
2,971
+1,570
+112% +$292K ﹤0.01% 1686
2025
Q4 		$307K Sell
1,401
-1,771
-56% -$384K ﹤0.01% 1895
2025
Q3 		$735K Buy
3,172
+63
+2% +$16.8K ﹤0.01% 1238
2025
Q2 		$976K Buy
3,109
+157
+5% +$46.5K 0.01% 989
2025
Q1 		$874K Buy
2,952
+285
+11% +$89.7K 0.01% 883
2024
Q4 		$901K Buy
2,667
+1,419
+114% +$484K 0.01% 812
2024
Q3 		$398K Buy
+1,248
New +$388K 0.01% 966

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

&Partners's MORN Position: Q1 2026 in Review

&Partners increased its Morningstar (MORN) stake by 112% in Q1 2026, buying an estimated $292K and bringing the position to 2,971 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

&Partners first reported a position in MORN in Q3 2024 and has held it in 7 quarters since. The position peaked at $976K in Q2 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • &Partners held 2,971 shares of Morningstar worth $504K as of Q1 2026.
  • &Partners bought 1,570 Morningstar shares in Q1 2026, an estimated $292K.
  • Morningstar made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1686 holding.
  • &Partners first reported a position in Morningstar in Q3 2024 and has held it in 7 quarters since.
  • &Partners's Morningstar position peaked at $976K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.