PineBridge Investments’s Morningstar MORN Stock Holding History

PineBridge Investments’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	–	Sell	-1,922	Closed	-$418K	–	546
2025 Q4	$418K	Sell	1,922 -8,583	-82%	-$1.86M	﹤0.01%	492
2025 Q3	$2.44M	Sell	10,505 -8,012	-43%	-$2.14M	0.02%	346
2025 Q2	$5.81M	Sell	18,517 -3,537	-16%	-$1.05M	0.05%	286
2025 Q1	$6.61M	Sell	22,054 -1,826	-8%	-$575K	0.05%	277
2024 Q4	$8.04M	Buy	23,880 +18,793	+369%	+$6.42M	0.06%	251
2024 Q3	$1.62M	Buy	+5,087	New	+$1.58M	0.01%	551
2019 Q1	–	Sell	-428	Closed	-$47K	–	1124
2018 Q4	$47K	Buy	428 +300	+234%	+$35.2K	﹤0.01%	973
2018 Q3	$16K	Buy	+128	New	+$17.3K	﹤0.01%	1064
2016 Q4	–	Sell	-400	Closed	-$32K	–	1206
2016 Q3	$32K	Sell	400 -100	-20%	-$8.22K	﹤0.01%	1024
2016 Q2	$41K	Sell	500 -18,532	-97%	-$1.55M	﹤0.01%	987
2016 Q1	$1.68M	Buy	+19,032	New	+$1.52M	0.09%	185

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PineBridge Investments's MORN Position: Q1 2026 in Review

PineBridge Investments sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,922 shares — an estimated $418K sold.

PineBridge Investments first reported a position in MORN in Q1 2016 and held it in 11 quarters. The position peaked at $8.04M in Q4 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

PineBridge Investments reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
PineBridge Investments sold 1,922 Morningstar shares in Q1 2026, an estimated $418K.
PineBridge Investments first reported a position in Morningstar in Q1 2016 and held it in 11 quarters.
PineBridge Investments's Morningstar position peaked at $8.04M in Q4 2024.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.