PS
MORN icon

Principal Securities’s Morningstar MORN Stock Holding History

Principal Securities’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 		$248K Buy
1,588
+2
+0.1% +$348 ﹤0.01% 1409
2026
Q1 		$268K Sell
1,586
-122
-7% -$22.7K ﹤0.01% 1260
2025
Q4 		$371K Buy
1,708
+659
+63% +$143K 0.01% 1051
2025
Q3 		$243K Buy
1,049
+156
+17% +$41.6K ﹤0.01% 1203
2025
Q2 		$280K Buy
893
+188
+27% +$55.7K 0.01% 1089
2025
Q1 		$237K Hold
705
– – 0.01% 1062
2024
Q4 		$237K Buy
705
+80
+13% +$27.3K 0.01% 1060
2024
Q3 		$199K Buy
625
+93
+17% +$28.9K ﹤0.01% 1107
2024
Q2 		$157K Sell
532
-209
-28% -$61.9K ﹤0.01% 1137
2024
Q1 		$229K Buy
741
+640
+634% +$184K 0.01% 961
2023
Q4 		$28.9K Buy
+101
New +$26.3K ﹤0.01% 1737

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

Principal Securities's MORN Position: Q2 2026 in Review

Principal Securities increased its Morningstar (MORN) stake by 0.13% in Q2 2026, buying an estimated $348 and bringing the position to 1,588 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Principal Securities first reported a position in MORN in Q4 2023 and has held it in 11 quarters since. The position peaked at $371K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Principal Securities held 1,588 shares of Morningstar worth $248K as of Q2 2026.
  • Principal Securities bought 2 Morningstar shares in Q2 2026, an estimated $348.
  • Morningstar made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1409 holding.
  • Principal Securities first reported a position in Morningstar in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Morningstar position peaked at $371K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.