SignatureFD’s Morningstar MORN Stock Holding History

SignatureFD’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 Q1	$224K	Buy	1,328 +467	+54%	+$86.8K	﹤0.01%	941
2025 Q4	$187K	Buy	861 +550	+177%	+$119K	﹤0.01%	998
2025 Q3	$72.2K	Sell	311 -99	-24%	-$26.4K	﹤0.01%	1450
2025 Q2	$129K	Buy	410 +52	+15%	+$15.4K	﹤0.01%	1121
2025 Q1	$107K	Sell	358 -31	-8%	-$9.76K	﹤0.01%	1177
2024 Q4	$131K	Sell	389 -7	-2%	-$2.39K	﹤0.01%	1087
2024 Q3	$126K	Sell	396 -8	-2%	-$2.49K	﹤0.01%	1101
2024 Q2	$119K	Sell	404 -14	-3%	-$4.14K	﹤0.01%	1084
2024 Q1	$129K	Hold	418	–	–	﹤0.01%	1053
2023 Q4	$120K	Buy	418 +26	+7%	+$6.78K	﹤0.01%	1008
2023 Q3	$91.8K	Buy	392 +20	+5%	+$4.51K	﹤0.01%	1103
2023 Q2	$72.9K	Sell	372 -100	-21%	-$19.8K	﹤0.01%	1229
2023 Q1	$95.8K	Sell	472 -94	-17%	-$20.7K	﹤0.01%	1059
2022 Q4	$123K	Buy	566 +109	+24%	+$24.8K	﹤0.01%	903
2022 Q3	$97K	Buy	457 +5	+1%	+$1.19K	﹤0.01%	965
2022 Q2	$109K	Sell	452 -107	-19%	-$27K	﹤0.01%	942
2022 Q1	$153K	Buy	559 +104	+23%	+$29.4K	﹤0.01%	833
2021 Q4	$156K	Buy	455 +1	+0.2%	+$310	﹤0.01%	821
2021 Q3	$118K	Sell	454 -19	-4%	-$4.99K	﹤0.01%	898
2021 Q2	$122K	Sell	473 -16	-3%	-$3.88K	﹤0.01%	859
2021 Q1	$110K	Buy	489 +8	+2%	+$1.88K	﹤0.01%	834
2020 Q4	$111K	Sell	481 -25	-5%	-$4.97K	0.01%	738
2020 Q3	$81K	Sell	506 -113	-18%	-$17.9K	﹤0.01%	783
2020 Q2	$87K	Buy	619 +243	+65%	+$34.3K	0.01%	738
2020 Q1	$44K	Buy	376 +4	+1%	+$580	﹤0.01%	935
2019 Q4	$56K	Sell	372 -33	-8%	-$5.07K	﹤0.01%	930
2019 Q3	$59K	Buy	405 +129	+47%	+$19.9K	﹤0.01%	859
2019 Q2	$40K	Hold	276	–	–	﹤0.01%	974
2019 Q1	$35K	Buy	276 +12	+5%	+$1.44K	﹤0.01%	984
2018 Q4	$29K	Hold	264	–	–	﹤0.01%	1020
2018 Q3	$33K	Hold	264	–	–	﹤0.01%	1020
2018 Q2	$34K	Buy	264 +57	+28%	+$6.52K	﹤0.01%	992
2018 Q1	$20K	Buy	+207	New	+$19.9K	﹤0.01%	1045
2016 Q2	–	Sell	-18	Closed	-$2K	–	1481
2016 Q1	$2K	Hold	18	–	–	﹤0.01%	1170
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1195
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	1140
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	981
2015 Q1	$1K	Sell	18 -31	-63%	-$2.2K	﹤0.01%	892
2014 Q4	$3K	Hold	49	–	–	﹤0.01%	710
2014 Q3	$3K	Sell	49 -21	-30%	-$1.44K	﹤0.01%	572
2014 Q2	$5K	Hold	70	–	–	﹤0.01%	599
2014 Q1	$6K	Buy	70 +61	+678%	+$4.86K	﹤0.01%	496
2013 Q4	$1K	Buy	9 +2	+29%	+$159	﹤0.01%	656
2013 Q3	$1K	Buy	+7	New	+$541	﹤0.01%	601

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

SignatureFD's MORN Position: Q1 2026 in Review

SignatureFD increased its Morningstar (MORN) stake by 54% in Q1 2026, buying an estimated $86.8K and bringing the position to 1,328 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

SignatureFD first reported a position in MORN in Q3 2013 and has held it in 44 quarters since. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

SignatureFD held 1,328 shares of Morningstar worth $224K as of Q1 2026.
SignatureFD bought 467 Morningstar shares in Q1 2026, an estimated $86.8K.
Morningstar made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #941 holding.
SignatureFD first reported a position in Morningstar in Q3 2013 and has held it in 44 quarters since.
442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.