Quadrant Capital Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $149K | Sell |
880
-351
| -29% | -$65.2K | ﹤0.01% | 1353 |
|
|
2025
Q4 | $268K | Sell |
1,231
-2,290
| -65% | -$496K | 0.01% | 1200 |
|
|
2025
Q3 | $817K | Buy |
3,521
+1,803
| +105% | +$481K | 0.03% | 612 |
|
|
2025
Q2 | $539K | Buy |
1,718
+679
| +65% | +$201K | 0.02% | 826 |
|
|
2025
Q1 | $312K | Buy |
1,039
+409
| +65% | +$129K | 0.01% | 1069 |
|
|
2024
Q4 | $212K | Sell |
630
-6
| -0.9% | -$2.05K | 0.01% | 649 |
|
|
2024
Q3 | $203K | Buy |
636
+6
| +1% | +$1.86K | 0.01% | 685 |
|
|
2024
Q2 | $186K | Buy |
630
+37
| +6% | +$11K | 0.01% | 686 |
|
|
2024
Q1 | $183K | Sell |
593
-6
| -1% | -$1.73K | 0.01% | 674 |
|
|
2023
Q4 | $171K | Buy |
599
+165
| +38% | +$43K | 0.01% | 676 |
|
|
2023
Q3 | $102K | Buy |
434
+122
| +39% | +$27.5K | 0.01% | 857 |
|
|
2023
Q2 | $61.2K | Sell |
312
-45
| -13% | -$8.91K | 0.01% | 1153 |
|
|
2023
Q1 | $72.5K | Sell |
357
-73
| -17% | -$16.1K | 0.01% | 1022 |
|
|
2022
Q4 | $93.1K | Buy |
430
+49
| +13% | +$11.2K | 0.01% | 818 |
|
|
2022
Q3 | $81K | Sell |
381
-117
| -23% | -$27.8K | 0.01% | 802 |
|
|
2022
Q2 | $120K | Buy |
498
+164
| +49% | +$41.3K | 0.02% | 579 |
|
|
2022
Q1 | $91K | Buy |
334
+17
| +5% | +$4.8K | 0.01% | 703 |
|
|
2021
Q4 | $108K | Buy |
317
+240
| +312% | +$74.3K | 0.01% | 638 |
|
|
2021
Q3 | $20K | Hold |
77
| – | – | ﹤0.01% | 1244 |
|
|
2021
Q2 | $20K | Hold |
77
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q1 | $17K | Buy |
77
+5
| +7% | +$1.17K | ﹤0.01% | 1254 |
|
|
2020
Q4 | $17K | Buy |
72
+7
| +11% | +$1.39K | ﹤0.01% | 1163 |
|
|
2020
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q2 | $9K | Buy |
65
+13
| +25% | +$1.83K | ﹤0.01% | 1378 |
|
|
2020
Q1 | $7K | Buy |
52
+13
| +33% | +$1.88K | ﹤0.01% | 1541 |
|
|
2019
Q4 | $5K | Hold |
39
| – | – | ﹤0.01% | 2077 |
|
|
2019
Q3 | $5K | Hold |
39
| – | – | ﹤0.01% | 1923 |
|
|
2019
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 1977 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 1924 |
|
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1714 |
|
|
2017
Q4 | $3K | Sell |
39
-14
| -26% | -$1.26K | ﹤0.01% | 1665 |
|
|
2017
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q2 | $4K | Buy |
53
+39
| +279% | +$2.94K | ﹤0.01% | 1422 |
|
|
2017
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1831 |
|
|
2016
Q4 | $1K | Buy |
+14
| New | +$1.03K | ﹤0.01% | 1738 |
|
Other funds holding MORN
VPM
VCM
Quadrant Capital Group's MORN Position: Q1 2026 in Review
Quadrant Capital Group reduced its Morningstar (MORN) stake by 29% in Q1 2026, selling an estimated $65.2K and leaving 880 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.
Quadrant Capital Group first reported a position in MORN in Q4 2016 and has held it in 38 quarters since. The position peaked at $817K in Q3 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Quadrant Capital Group held 880 shares of Morningstar worth $149K as of Q1 2026.
- Quadrant Capital Group sold 351 Morningstar shares in Q1 2026, an estimated $65.2K.
- Morningstar made up ﹤0.01% of Quadrant Capital Group's portfolio in Q1 2026, its #1353 holding.
- Quadrant Capital Group first reported a position in Morningstar in Q4 2016 and has held it in 38 quarters since.
- Quadrant Capital Group's Morningstar position peaked at $817K in Q3 2025.
- 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Quadrant Capital Group's 13F filing for Q1 2026, filed 11 May 2026.