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Prelude Capital Management’s Morningstar MORN Stock Holding History

Prelude Capital 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
-1,383
Closed -$234K – 1423
2026
Q1 		$234K Buy
+1,383
New +$257K 0.02% 831
2019
Q4 		– Sell
-159
Closed -$23K – 2128
2019
Q3 		$23K Buy
+159
New +$24.5K ﹤0.01% 1363
2019
Q2 		– Sell
-72
Closed -$9K – 1970
2019
Q1 		$9K Sell
72
-54
-43% -$6.49K ﹤0.01% 1473
2018
Q4 		$14K Buy
126
+54
+75% +$6.33K ﹤0.01% 1303
2018
Q3 		$9K Buy
+72
New +$9.71K ﹤0.01% 1480
2014
Q1 		– Sell
-160
Closed -$12K – 2021
2013
Q4 		$12K Buy
160
+100
+167% +$7.95K ﹤0.01% 1450
2013
Q3 		$5K Buy
+60
New +$4.64K ﹤0.01% 1474

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

Prelude Capital Management's MORN Position: Q2 2026 in Review

Prelude Capital Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,383 shares — an estimated $234K sold.

Prelude Capital Management first reported a position in MORN in Q3 2013 and held it in 7 quarters. The position peaked at $234K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Prelude Capital Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Prelude Capital Management sold 1,383 Morningstar shares in Q2 2026, an estimated $234K.
  • Prelude Capital Management first reported a position in Morningstar in Q3 2013 and held it in 7 quarters.
  • Prelude Capital Management's Morningstar position peaked at $234K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.