Rossby Financial’s Morningstar MORN Stock Holding History

Rossby Financial’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	$624	Buy	4 +2	+100%	+$348	﹤0.01%	1987
2026 Q1	$339	Hold	2	–	–	﹤0.01%	2143
2025 Q4	$435	Buy	+2	New	+$433	﹤0.01%	1664

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 $3.37T AUM 44.26% 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

Rossby Financial's MORN Position: Q2 2026 in Review

Rossby Financial increased its Morningstar (MORN) stake by 100% in Q2 2026, buying an estimated $348 and bringing the position to 4 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Rossby Financial first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Rossby Financial held 4 shares of Morningstar worth $624 as of Q2 2026.
Rossby Financial bought 2 Morningstar shares in Q2 2026, an estimated $348.
Morningstar made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1987 holding.
Rossby Financial first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.