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Shelton Capital Management’s Morningstar MORN Stock Holding History

Shelton Capital 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
2025
Q4 		– Sell
-970
Closed -$225K – 748
2025
Q3 		$225K Hold
970
– – ﹤0.01% 635
2025
Q2 		$305K Hold
970
– – 0.01% 479
2025
Q1 		$291K Sell
970
-68
-7% -$21.4K 0.01% 485
2024
Q4 		$350K Hold
1,038
– – 0.01% 445
2024
Q3 		$331K Hold
1,038
– – 0.01% 460
2024
Q2 		$307K Sell
1,038
-62
-6% -$18.4K 0.01% 478
2024
Q1 		$339K Sell
1,100
-39
-3% -$11.2K 0.01% 479
2023
Q4 		$326K Buy
+1,139
New +$297K 0.01% 458

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Shelton Capital Management's MORN Position: Q4 2025 in Review

Shelton Capital Management sold out of Morningstar (MORN) in Q4 2025, closing a stake of 970 shares — an estimated $225K sold.

Shelton Capital Management first reported a position in MORN in Q4 2023 and held it in 8 quarters. The position peaked at $350K in Q4 2024. 474 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Shelton Capital Management reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 970 Morningstar shares in Q4 2025, an estimated $225K.
  • Shelton Capital Management first reported a position in Morningstar in Q4 2023 and held it in 8 quarters.
  • Shelton Capital Management's Morningstar position peaked at $350K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.