Signature Equity Partners’s Morningstar MORN Stock Holding History

Signature Equity Partners’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	-3	Closed	-$510	–	1658
2026 Q1	$510	Hold	3	–	–	﹤0.01%	1372
2025 Q4	$653	Buy	+3	New	+$650	﹤0.01%	1492

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

Signature Equity Partners's MORN Position: Q2 2026 in Review

Signature Equity Partners sold out of Morningstar (MORN) in Q2 2026, closing a stake of 3 shares — an estimated $510 sold.

Signature Equity Partners first reported a position in MORN in Q4 2025 and held it in 2 quarters. The position peaked at $653 in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Signature Equity Partners reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Signature Equity Partners sold 3 Morningstar shares in Q2 2026, an estimated $510.
Signature Equity Partners first reported a position in Morningstar in Q4 2025 and held it in 2 quarters.
Signature Equity Partners's Morningstar position peaked at $653 in Q4 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.