Qube Research & Technologies (QRT)’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 | $23.6M | Sell |
139,894
-102,394
| -42% | -$19M | 0.03% | 789 |
|
|
2025
Q4 | $52.7M | Buy |
242,288
+41,847
| +21% | +$9.06M | 0.08% | 469 |
|
|
2025
Q3 | $46.5M | Buy |
200,441
+61,509
| +44% | +$16.4M | 0.07% | 491 |
|
|
2025
Q2 | $43.6M | Buy |
138,932
+51,449
| +59% | +$15.2M | 0.06% | 522 |
|
|
2025
Q1 | $26.2M | Buy |
87,483
+45,483
| +108% | +$14.3M | 0.04% | 629 |
|
|
2024
Q4 | $14.1M | Buy |
42,000
+9,927
| +31% | +$3.39M | 0.02% | 889 |
|
|
2024
Q3 | $10.2M | Buy |
32,073
+17,905
| +126% | +$5.56M | 0.02% | 1034 |
|
|
2024
Q2 | $4.19M | Buy |
14,168
+3,353
| +31% | +$992K | 0.01% | 1338 |
|
|
2024
Q1 | $3.34M | Buy |
+10,815
| New | +$3.12M | 0.01% | 1461 |
|
|
2023
Q3 | – | Sell |
-1,265
| Closed | -$248K | – | 4251 |
|
|
2023
Q2 | $248K | Sell |
1,265
-12,334
| -91% | -$2.44M | ﹤0.01% | 1716 |
|
|
2023
Q1 | $2.76M | Sell |
13,599
-1,246
| -8% | -$274K | 0.02% | 864 |
|
|
2022
Q4 | $3.22M | Sell |
14,845
-5,458
| -27% | -$1.24M | 0.02% | 780 |
|
|
2022
Q3 | $4.31M | Buy |
+20,303
| New | +$4.83M | 0.03% | 663 |
|
|
2022
Q2 | – | Sell |
-29,234
| Closed | -$7.99M | – | 2901 |
|
|
2022
Q1 | $7.99M | Buy |
+29,234
| New | +$8.26M | 0.07% | 385 |
|
|
2021
Q4 | – | Sell |
-8,707
| Closed | -$2.25M | – | 2817 |
|
|
2021
Q3 | $2.25M | Sell |
8,707
-3,857
| -31% | -$1.01M | 0.03% | 641 |
|
|
2021
Q2 | $3.23M | Sell |
12,564
-1,138
| -8% | -$276K | 0.04% | 543 |
|
|
2021
Q1 | $3.08M | Buy |
+13,702
| New | +$3.21M | 0.05% | 495 |
|
|
2020
Q4 | – | Sell |
-18,667
| Closed | -$3M | – | 2059 |
|
|
2020
Q3 | $3M | Sell |
18,667
-6,848
| -27% | -$1.08M | 0.04% | 512 |
|
|
2020
Q2 | $3.6M | Buy |
+25,515
| New | +$3.6M | 0.05% | 464 |
|
|
2020
Q1 | – | Sell |
-1,787
| Closed | -$270K | – | 1461 |
|
|
2019
Q4 | $270K | Buy |
+1,787
| New | +$274K | 0.01% | 1266 |
|
Other funds holding MORN
VPM
VCM
