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PCM
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
Q1
$234K
Buy
+1,383
New
+$257K
0.02%
831
2019
Q4
–
Sell
-159
Closed
-$23K
–
2234
2019
Q3
$23K
Buy
+159
New
+$24.5K
﹤0.01%
1363
2019
Q2
–
Sell
-72
Closed
-$9K
–
2047
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
–
2039
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
BlackRock
New York
$5.7T 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
$121B 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
$18.8B AUM
17.33%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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