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Quantinno Capital Management’s Morningstar MORN Stock Holding History

Quantinno 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
Q2 		$31.7M Buy
203,220
+16,274
+9% +$2.83M 0.04% 542
2026
Q1 		$31.6M Sell
186,946
-1,818
-1% -$338K 0.05% 447
2025
Q4 		$41M Buy
188,764
+134,195
+246% +$29.1M 0.08% 272
2025
Q3 		$12.7M Buy
54,569
+23,423
+75% +$6.24M 0.03% 568
2025
Q2 		$9.78M Buy
31,146
+10,123
+48% +$3M 0.04% 537
2025
Q1 		$6.3M Buy
21,023
+14,099
+204% +$4.44M 0.04% 556
2024
Q4 		$2.33M Buy
6,924
+1,390
+25% +$475K 0.02% 793
2024
Q3 		$1.77M Buy
5,534
+1,747
+46% +$543K 0.02% 772
2024
Q2 		$1.12M Buy
3,787
+1,863
+97% +$551K 0.02% 772
2024
Q1 		$593K Buy
1,924
+112
+6% +$32.3K 0.01% 905
2023
Q4 		$519K Sell
1,812
-877
-33% -$229K 0.02% 812
2023
Q3 		$630K Buy
2,689
+953
+55% +$215K 0.03% 654
2023
Q2 		$340K Sell
1,736
-4,022
-70% -$796K 0.02% 734
2023
Q1 		$1.17M Sell
5,758
-4,943
-46% -$1.09M 0.08% 330
2022
Q4 		$2.32M Buy
10,701
+9,296
+662% +$2.12M 0.17% 145
2022
Q3 		$298K Buy
1,405
+278
+25% +$66.1K 0.04% 484
2022
Q2 		$273K Sell
1,127
-21
-2% -$5.29K 0.04% 482
2022
Q1 		$314K Buy
1,148
+123
+12% +$34.8K 0.05% 430
2021
Q4 		$351K Buy
+1,025
New +$317K 0.06% 367
2020
Q1 		– Sell
-2,134
Closed -$323K – 477
2019
Q4 		$323K Sell
2,134
-1,231
-37% -$189K 0.2% 234
2019
Q3 		$492K Sell
3,365
-239
-7% -$36.8K 0.33% 94
2019
Q2 		$521K Buy
+3,604
New +$497K 0.31% 97

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

Quantinno Capital Management's MORN Position: Q2 2026 in Review

Quantinno Capital Management increased its Morningstar (MORN) stake by 8.7% in Q2 2026, buying an estimated $2.83M and bringing the position to 203,220 shares worth $31.7M. The position accounts for 0.04% of the portfolio, ranked #542.

Quantinno Capital Management first reported a position in MORN in Q2 2019 and has held it in 22 quarters since. The position peaked at $41M in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Quantinno Capital Management held 203,220 shares of Morningstar worth $31.7M as of Q2 2026.
  • Quantinno Capital Management bought 16,274 Morningstar shares in Q2 2026, an estimated $2.83M.
  • Morningstar made up 0.04% of Quantinno Capital Management's portfolio in Q2 2026, its #542 holding.
  • Quantinno Capital Management first reported a position in Morningstar in Q2 2019 and has held it in 22 quarters since.
  • Quantinno Capital Management's Morningstar position peaked at $41M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.