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MORN icon

Sachetta’s Morningstar MORN Stock Holding History

Sachetta’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
-18
Closed -$3.04K – 1146
2026
Q1 		$3.04K Buy
18
+9
+100% +$1.67K ﹤0.01% 803
2025
Q4 		$1.96K Hold
9
– – ﹤0.01% 785
2025
Q3 		$2.09K Hold
9
– – ﹤0.01% 818
2025
Q2 		$2.83K Hold
9
– – ﹤0.01% 727
2025
Q1 		$2.7K Hold
9
– – ﹤0.01% 710
2024
Q4 		$3.03K Sell
9
-1
-10% -$341 ﹤0.01% 717
2024
Q3 		$3.19K Hold
10
– – ﹤0.01% 752
2024
Q2 		$3.23K Sell
10
-5
-33% -$1.48K ﹤0.01% 705
2024
Q1 		$4.29K Hold
15
– – ﹤0.01% 544
2023
Q4 		$4.29K Buy
+15
New +$3.91K ﹤0.01% 544

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

Sachetta's MORN Position: Q2 2026 in Review

Sachetta sold out of Morningstar (MORN) in Q2 2026, closing a stake of 18 shares — an estimated $3.04K sold.

Sachetta first reported a position in MORN in Q4 2023 and held it in 10 quarters. The position peaked at $4.29K in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Sachetta reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 18 Morningstar shares in Q2 2026, an estimated $3.04K.
  • Sachetta first reported a position in Morningstar in Q4 2023 and held it in 10 quarters.
  • Sachetta's Morningstar position peaked at $4.29K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.