Pictet Asset Management
MORN icon

Pictet Asset Management’s Morningstar MORN Stock Holding History

Pictet 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 		$519K Sell
3,326
-793
-19% -$138K ﹤0.01% 1488
2026
Q1 		$696K Buy
4,119
+238
+6% +$44.2K ﹤0.01% 1277
2025
Q4 		$843K Buy
3,881
+235
+6% +$50.9K ﹤0.01% 1185
2025
Q3 		$846K Sell
3,646
-403
-10% -$107K ﹤0.01% 1140
2025
Q2 		$1.27M Sell
4,049
-27
-0.7% -$7.99K ﹤0.01% 967
2025
Q1 		$1.22M Buy
4,076
+216
+6% +$68K ﹤0.01% 995
2024
Q4 		$1.3M Buy
3,860
+181
+5% +$61.8K ﹤0.01% 986
2024
Q3 		$1.17M Buy
3,679
+209
+6% +$64.9K ﹤0.01% 983
2024
Q2 		$1.03M Buy
3,470
+215
+7% +$63.6K ﹤0.01% 989
2024
Q1 		$1M Buy
3,255
+348
+12% +$100K ﹤0.01% 1020
2023
Q4 		$832K Buy
2,907
+155
+6% +$40.4K ﹤0.01% 1050
2023
Q3 		$645K Buy
+2,752
New +$621K ﹤0.01% 1111

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

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

Pictet Asset Management reduced its Morningstar (MORN) stake by 19% in Q2 2026, selling an estimated $138K and leaving 3,326 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Pictet Asset Management first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Pictet Asset Management held 3,326 shares of Morningstar worth $519K as of Q2 2026.
  • Pictet Asset Management sold 793 Morningstar shares in Q2 2026, an estimated $138K.
  • Morningstar made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1488 holding.
  • Pictet Asset Management first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Morningstar position peaked at $1.3M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.