Securian Asset Management’s Morningstar MORN Stock Holding History

Securian Asset Management’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	$281K	Sell	1,627 -105	-6%	-$18.2K	0.01%	855
2026 Q1	$293K	Hold	1,732	–	–	0.01%	809
2025 Q4	$376K	Sell	1,732 -100	-5%	-$21.7K	0.01%	736
2025 Q3	$425K	Sell	1,832 -248	-12%	-$66.1K	0.01%	753
2025 Q2	$653K	Hold	2,080	–	–	0.02%	575
2025 Q1	$624K	Hold	2,080	–	–	0.02%	578
2024 Q4	$700K	Hold	2,080	–	–	0.02%	554
2024 Q3	$664K	Hold	2,080	–	–	0.02%	586
2024 Q2	$615K	Sell	2,080 -124	-6%	-$36.7K	0.02%	596
2024 Q1	$680K	Hold	2,204	–	–	0.02%	584
2023 Q4	$631K	Hold	2,204	–	–	0.02%	602
2023 Q3	$516K	Buy	+2,204	New	+$498K	0.02%	662

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

Securian Asset Management's MORN Position: Q2 2026 in Review

Securian Asset Management reduced its Morningstar (MORN) stake by 6.1% in Q2 2026, selling an estimated $18.2K and leaving 1,627 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #855.

Securian Asset Management first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $700K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Securian Asset Management held 1,627 shares of Morningstar worth $281K as of Q2 2026.
Securian Asset Management sold 105 Morningstar shares in Q2 2026, an estimated $18.2K.
Morningstar made up 0.01% of Securian Asset Management's portfolio in Q2 2026, its #855 holding.
Securian Asset Management first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
Securian Asset Management's Morningstar position peaked at $700K in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Securian Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.