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Premier Fund Managers’s Morningstar MORN Stock Holding History

Premier Fund Managers’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
-56,272
Closed -$12.3M – 176
2025
Q4 		$12.3M Sell
56,272
-34,320
-38% -$7.43M 0.71% 52
2025
Q3 		$21.2M Sell
90,592
-110,215
-55% -$29.4M 0.87% 43
2025
Q2 		$62.9M Buy
200,807
+30,739
+18% +$9.1M 2.29% 14
2025
Q1 		$50.3M Buy
170,068
+20,068
+13% +$6.32M 1.88% 22
2024
Q4 		$50.7M Buy
+150,000
New +$51.2M 1.81% 25
2021
Q1 		– Sell
-27,050
Closed -$6.2M – 236
2020
Q4 		$6.2M Sell
27,050
-22,860
-46% -$4.54M 0.27% 98
2020
Q3 		$7.95M Sell
49,910
-18,980
-28% -$3M 0.46% 65
2020
Q2 		$9.71M Buy
+68,890
New +$9.73M 0.6% 58

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Premier Fund Managers's MORN Position: Q1 2026 in Review

Premier Fund Managers sold out of Morningstar (MORN) in Q1 2026, closing a stake of 56,272 shares — an estimated $12.3M sold.

Premier Fund Managers first reported a position in MORN in Q2 2020 and held it in 8 quarters. The position peaked at $62.9M in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Premier Fund Managers reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Premier Fund Managers sold 56,272 Morningstar shares in Q1 2026, an estimated $12.3M.
  • Premier Fund Managers first reported a position in Morningstar in Q2 2020 and held it in 8 quarters.
  • Premier Fund Managers's Morningstar position peaked at $62.9M in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Premier Fund Managers's 13F filing for Q1 2026, filed 14 May 2026.