Qube Research & Technologies (QRT)
MORN icon

Qube Research & Technologies (QRT)’s Morningstar MORN Stock Holding History

Qube Research & Technologies (QRT)’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 		– Sell
-139,894
Closed -$23.6M – 3858
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 0.05% 469
2025
Q3 		$46.5M Buy
200,441
+61,509
+44% +$16.4M 0.05% 491
2025
Q2 		$43.6M Buy
138,932
+51,449
+59% +$15.2M 0.04% 522
2025
Q1 		$26.2M Buy
87,483
+45,483
+108% +$14.3M 0.03% 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 – 4247
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 0.01% 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 – 2058
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

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

Qube Research & Technologies (QRT)'s MORN Position: Q2 2026 in Review

Qube Research & Technologies (QRT) sold out of Morningstar (MORN) in Q2 2026, closing a stake of 139,894 shares — an estimated $23.6M sold.

Qube Research & Technologies (QRT) first reported a position in MORN in Q4 2019 and held it in 20 quarters. The position peaked at $52.7M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Qube Research & Technologies (QRT) reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 139,894 Morningstar shares in Q2 2026, an estimated $23.6M.
  • Qube Research & Technologies (QRT) first reported a position in Morningstar in Q4 2019 and held it in 20 quarters.
  • Qube Research & Technologies (QRT)'s Morningstar position peaked at $52.7M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.