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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Simplex Trading's MORN Position: Q1 2026 in Review

Simplex Trading sold out of Morningstar (MORN) in Q1 2026, closing a stake of 424 shares — an estimated $92.1K sold.

Simplex Trading first reported a position in MORN in Q1 2015 and held it in 20 quarters. The position peaked at $104K in Q1 2021. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Simplex Trading reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 424 Morningstar shares in Q1 2026, an estimated $92.1K.
  • Simplex Trading first reported a position in Morningstar in Q1 2015 and held it in 20 quarters.
  • Simplex Trading's Morningstar position peaked at $104K in Q1 2021.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.