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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Quantinno Capital Management's MORN Position: Q1 2026 in Review

Quantinno Capital Management reduced its Morningstar (MORN) stake by 0.96% in Q1 2026, selling an estimated $338K and leaving 186,946 shares worth $31.6M. The position accounts for 0.05% of the portfolio, ranked #447.

Quantinno Capital Management first reported a position in MORN in Q2 2019 and has held it in 21 quarters since. The position peaked at $41M in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Quantinno Capital Management held 186,946 shares of Morningstar worth $31.6M as of Q1 2026.
  • Quantinno Capital Management sold 1,818 Morningstar shares in Q1 2026, an estimated $338K.
  • Morningstar made up 0.05% of Quantinno Capital Management's portfolio in Q1 2026, its #447 holding.
  • Quantinno Capital Management first reported a position in Morningstar in Q2 2019 and has held it in 21 quarters since.
  • Quantinno Capital Management's Morningstar position peaked at $41M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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