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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
Q2 		$586K Buy
3,755
+784
+26% +$136K ﹤0.01% 1746
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

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

&Partners's MORN Position: Q2 2026 in Review

&Partners increased its Morningstar (MORN) stake by 26% in Q2 2026, buying an estimated $136K and bringing the position to 3,755 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

&Partners first reported a position in MORN in Q3 2024 and has held it in 8 quarters since. The position peaked at $976K in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • &Partners held 3,755 shares of Morningstar worth $586K as of Q2 2026.
  • &Partners bought 784 Morningstar shares in Q2 2026, an estimated $136K.
  • Morningstar made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1746 holding.
  • &Partners first reported a position in Morningstar in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Morningstar position peaked at $976K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.