Quarry LP’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.67K Sell
62
-533
-90% -$92.6K ﹤0.01% 946
2026
Q1
$101K Buy
595
+406
+215% +$75.4K 0.02% 489
2025
Q4
$41.1K Buy
189
+64
+51% +$13.9K 0.01% 708
2025
Q3
$29K Sell
125
-70
-36% -$18.7K 0.01% 1176
2025
Q2
$61.2K Sell
195
-126
-39% -$37.3K 0.01% 769
2025
Q1
$96.3K Sell
321
-221
-41% -$69.6K 0.02% 529
2024
Q4
$183K Buy
542
+490
+942% +$167K 0.03% 269
2024
Q3
$16.6K Buy
52
+42
+420% +$13.1K ﹤0.01% 1154
2024
Q2
$2.96K Sell
10
-56
-85% -$16.6K ﹤0.01% 1583
2024
Q1
$20.4K Buy
+66
New +$19K ﹤0.01% 921
2023
Q4
Sell
-128
Closed -$30K 1533
2023
Q3
$30K Buy
+128
New +$28.9K 0.01% 515

Other funds holding MORN

Quarry LP's MORN Position: Q2 2026 in Review

Quarry LP reduced its Morningstar (MORN) stake by 90% in Q2 2026, selling an estimated $92.6K and leaving 62 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Quarry LP first reported a position in MORN in Q3 2023 and has held it in 11 quarters since. The position peaked at $183K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Quarry LP held 62 shares of Morningstar worth $9.67K as of Q2 2026.
  • Quarry LP sold 533 Morningstar shares in Q2 2026, an estimated $92.6K.
  • Morningstar made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #946 holding.
  • Quarry LP first reported a position in Morningstar in Q3 2023 and has held it in 11 quarters since.
  • Quarry LP's Morningstar position peaked at $183K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.