Simplex Trading
MORN icon

Simplex Trading’s Morningstar MORN Stock Holding History

Simplex Trading’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 		– Sell
-100
Closed -$21.7K – 9749
2025
Q4 		$21.7K Buy
+100
New +$21.7K ﹤0.01% 6397
2025
Q3 		– Sell
-1,600
Closed -$502K – 9657
2025
Q2 		$502K Sell
1,600
-500
-24% -$148K ﹤0.01% 3508
2025
Q1 		$629K Buy
2,100
+2,000
+2,000% +$630K ﹤0.01% 3147
2024
Q4 		$33K Sell
100
-600
-86% -$205K ﹤0.01% 6263
2024
Q3 		$223K Buy
700
+500
+250% +$155K ﹤0.01% 4420
2024
Q2 		$59K Sell
200
-2,200
-92% -$651K ﹤0.01% 5912
2024
Q1 		$740K Buy
2,400
+1,200
+100% +$346K ﹤0.01% 3439
2023
Q4 		$343K Sell
1,200
-300
-20% -$78.2K ﹤0.01% 4084
2023
Q3 		$351K Sell
1,500
-2,400
-62% -$542K ﹤0.01% 3775
2023
Q2 		$764K Buy
3,900
+3,800
+3,800% +$752K ﹤0.01% 2865
2023
Q1 		$20K Buy
+100
New +$22K ﹤0.01% 6915
2022
Q4 		– Sell
-500
Closed -$106K – 9933
2022
Q3 		$106K Sell
500
-4,400
-90% -$1.05M ﹤0.01% 5439
2022
Q2 		$1.18M Buy
4,900
+3,900
+390% +$983K ﹤0.01% 2430
2022
Q1 		$273K Buy
1,000
+900
+900% +$254K ﹤0.01% 4681
2021
Q4 		$34K Buy
+100
New +$31K ﹤0.01% 7736
2020
Q2 		– Sell
-1
Closed -$11K – 8053
2020
Q1 		$11K Hold
1
– – ﹤0.01% 6421
2019
Q4 		$15K Buy
+1
New +$154 ﹤0.01% 6151
2018
Q3 		– Sell
-2
Closed -$25K – 7798
2018
Q2 		$25K Sell
2
-6
-75% -$686 ﹤0.01% 5690
2018
Q1 		$2K Sell
8
-15
-65% -$1.44K ﹤0.01% 5306
2017
Q4 		$10K Buy
23
+20
+667% +$1.8K ﹤0.01% 3898
2017
Q3 		$1K Sell
3
-16
-84% -$1.3K ﹤0.01% 5496
2017
Q2 		$2K Sell
19
-1
-5% -$75 ﹤0.01% 5287
2017
Q1 		$2K Buy
+20
New +$1.56K ﹤0.01% 5291

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

Simplex Trading's MORN Position: Q2 2026 in Review

Simplex Trading opened a new position in Morningstar (MORN) in Q2 2026: 739 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #5371 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MORN as recently as Q4 2025.

Simplex Trading first reported a position in MORN in Q1 2015 and has held it in 21 quarters since. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Simplex Trading held 739 shares of Morningstar worth $115K as of Q2 2026.
  • Morningstar was a new Simplex Trading position in Q2 2026.
  • Morningstar made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5371 holding.
  • Simplex Trading first reported a position in Morningstar in Q1 2015 and has held it in 21 quarters since.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.