Ray Dalio’s Morningstar MORN Stock Holding History

Ray Dalio’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	$663K	Buy	+4,249	New	+$738K	﹤0.01%	890
2023 Q1	–	Sell	-2,269	Closed	-$491K	–	828
2022 Q4	$491K	Buy	2,269 +513	+29%	+$117K	﹤0.01%	723
2022 Q3	$373K	Sell	1,756 -1,226	-41%	-$292K	﹤0.01%	806
2022 Q2	$721K	Buy	2,982 +522	+21%	+$132K	﹤0.01%	853
2022 Q1	$672K	Buy	+2,460	New	+$695K	﹤0.01%	857
2019 Q4	–	Sell	-2,297	Closed	-$336K	–	545
2019 Q3	$336K	Buy	+2,297	New	+$354K	﹤0.01%	297
2019 Q1	–	Sell	-12,848	Closed	-$1.41M	–	433
2018 Q4	$1.41M	Buy	12,848 +11,070	+623%	+$1.3M	0.01%	291
2018 Q3	$224K	Sell	1,778 -3,281	-65%	-$442K	﹤0.01%	344
2018 Q2	$649K	Sell	5,059 -6,344	-56%	-$725K	0.01%	295
2018 Q1	$1.09M	Buy	+11,403	New	+$1.1M	0.01%	257

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ray Dalio's MORN Position: Q2 2026 in Review

Ray Dalio opened a new position in Morningstar (MORN) in Q2 2026: 4,249 shares worth $663K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Ray Dalio previously reported a position in MORN as recently as Q4 2022.

Ray Dalio first reported a position in MORN in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2018. 421 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Ray Dalio held 4,249 shares of Morningstar worth $663K as of Q2 2026.
Morningstar was a new Ray Dalio position in Q2 2026.
Morningstar made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #890 holding.
Ray Dalio first reported a position in Morningstar in Q1 2018 and has held it in 10 quarters since.
Ray Dalio's Morningstar position peaked at $1.41M in Q4 2018.
421 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.