Schroder Investment Management Group
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Schroder Investment Management Group’s Morningstar MORN Stock Holding History

Schroder Investment Management Group’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
-84,286
Closed -$13.9M – 1219
2026
Q1 		$13.9M Sell
84,286
-66,586
-44% -$12.4M 0.01% 598
2025
Q4 		$32.9M Sell
150,872
-17,369
-10% -$3.76M 0.02% 402
2025
Q3 		$39.4M Buy
168,241
+1,343
+0.8% +$358K 0.03% 369
2025
Q2 		$52.2M Buy
166,898
+56,328
+51% +$16.7M 0.04% 283
2025
Q1 		$32.7M Buy
110,570
+10,385
+10% +$3.27M 0.03% 376
2024
Q4 		$33.8M Buy
+100,185
New +$34.2M 0.03% 390
2016
Q2 		– Sell
-17,800
Closed -$1.56M – 1195
2016
Q1 		$1.56M Buy
+17,800
New +$1.42M ﹤0.01% 859
2015
Q1 		– Sell
-16,600
Closed -$1.07M – 1282
2014
Q4 		$1.07M Sell
16,600
-6,200
-27% -$411K ﹤0.01% 987
2014
Q3 		$1.55M Hold
22,800
– – ﹤0.01% 950
2014
Q2 		$1.64M Sell
22,800
-52,900
-70% -$3.87M ﹤0.01% 901
2014
Q1 		$5.98M Buy
75,700
+29,200
+63% +$2.33M 0.01% 736
2013
Q4 		$3.63M Sell
46,500
-10,500
-18% -$835K ﹤0.01% 848
2013
Q3 		$4.52M Buy
57,000
+53,000
+1,325% +$4.1M 0.01% 791
2013
Q2 		$310K Buy
+4,000
New +$277K ﹤0.01% 1163

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

Schroder Investment Management Group's MORN Position: Q2 2026 in Review

Schroder Investment Management Group sold out of Morningstar (MORN) in Q2 2026, closing a stake of 84,286 shares — an estimated $13.9M sold.

Schroder Investment Management Group first reported a position in MORN in Q2 2013 and held it in 14 quarters. The position peaked at $52.2M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Schroder Investment Management Group reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Schroder Investment Management Group sold 84,286 Morningstar shares in Q2 2026, an estimated $13.9M.
  • Schroder Investment Management Group first reported a position in Morningstar in Q2 2013 and held it in 14 quarters.
  • Schroder Investment Management Group's Morningstar position peaked at $52.2M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.