Quadrature Capital’s Morningstar MORN Stock Holding History

Quadrature Capital’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	$325K	Buy	+1,924	New	+$357K	﹤0.01%	942
2025 Q4	–	Sell	-9,300	Closed	-$2.16M	–	1519
2025 Q3	$2.16M	Buy	+9,300	New	+$2.48M	0.03%	281
2025 Q1	–	Sell	-1,220	Closed	-$411K	–	1332
2024 Q4	$411K	Buy	+1,220	New	+$416K	0.01%	642
2024 Q2	–	Sell	-872	Closed	-$269K	–	1377
2024 Q1	$269K	Sell	872 -14,713	-94%	-$4.24M	﹤0.01%	946
2023 Q4	$4.46M	Sell	15,585 -14,034	-47%	-$3.66M	0.08%	153
2023 Q3	$6.94M	Buy	+29,619	New	+$6.69M	0.14%	123
2021 Q4	–	Sell	-2,016	Closed	-$522K	–	851
2021 Q3	$522K	Buy	+2,016	New	+$530K	0.02%	374
2021 Q1	–	Sell	-1,681	Closed	-$390K	–	1060
2020 Q4	$390K	Buy	+1,681	New	+$334K	0.02%	547
2017 Q2	–	Sell	-3,202	Closed	-$252K	–	693
2017 Q1	$252K	Sell	3,202 -1,872	-37%	-$146K	0.02%	550
2016 Q4	$373K	Buy	+5,074	New	+$373K	0.02%	494

Other funds holding MORN

BlackRock New York $5.72T 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 $124B 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 $19.5B AUM 17.33% 1-Year Est. Return

Quadrature Capital's MORN Position: Q1 2026 in Review

Quadrature Capital opened a new position in Morningstar (MORN) in Q1 2026: 1,924 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Quadrature Capital previously reported a position in MORN as recently as Q3 2025.

Quadrature Capital first reported a position in MORN in Q4 2016 and has held it in 10 quarters since. The position peaked at $6.94M in Q3 2023. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Quadrature Capital held 1,924 shares of Morningstar worth $325K as of Q1 2026.
Morningstar was a new Quadrature Capital position in Q1 2026.
Morningstar made up ﹤0.01% of Quadrature Capital's portfolio in Q1 2026, its #942 holding.
Quadrature Capital first reported a position in Morningstar in Q4 2016 and has held it in 10 quarters since.
Quadrature Capital's Morningstar position peaked at $6.94M in Q3 2023.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Quadrature Capital's 13F filing for Q1 2026, filed 15 May 2026.