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
-1,000
Closed -$217K – 9751
2025
Q4 		$217K Buy
1,000
+400
+67% +$86.6K ﹤0.01% 4147
2025
Q3 		$139K Buy
+600
New +$160K ﹤0.01% 5384
2025
Q1 		– Sell
-100
Closed -$33K – 9220
2024
Q4 		$33K Hold
100
– – ﹤0.01% 6264
2024
Q3 		$31K Hold
100
– – ﹤0.01% 6330
2024
Q2 		$29K Sell
100
-4,600
-98% -$1.36M ﹤0.01% 6585
2024
Q1 		$1.45M Buy
4,700
+4,600
+4,600% +$1.33M ﹤0.01% 2733
2023
Q4 		$28K Buy
+100
New +$26.1K ﹤0.01% 6631
2023
Q3 		– Sell
-100
Closed -$19K – 9382
2023
Q2 		$19K Hold
100
– – ﹤0.01% 6837
2023
Q1 		$20K Buy
+100
New +$22K ﹤0.01% 6916
2022
Q4 		– Sell
-10,800
Closed -$2.29M – 9935
2022
Q3 		$2.29M Sell
10,800
-3,400
-24% -$809K ﹤0.01% 1842
2022
Q2 		$3.43M Buy
14,200
+14,000
+7,000% +$3.53M ﹤0.01% 1390
2022
Q1 		$54K Buy
+200
New +$56.5K ﹤0.01% 7022
2021
Q1 		– Sell
-2
Closed -$46K – 9562
2020
Q4 		$46K Buy
+2
New +$397 ﹤0.01% 6280
2020
Q2 		– Sell
-6
Closed -$69K – 8054
2020
Q1 		$69K Buy
+6
New +$869 ﹤0.01% 4785
2018
Q4 		– Sell
-2
Closed -$25K – 7514
2018
Q3 		$25K Buy
2
+1
+100% +$135 ﹤0.01% 5785
2018
Q2 		$12K Sell
1
-18
-95% -$2.06K ﹤0.01% 6224
2018
Q1 		$50K Buy
+19
New +$1.83K ﹤0.01% 2440
2016
Q1 		– Sell
-5
Closed -$2K – 5980
2015
Q4 		$2K Buy
+5
New +$405 ﹤0.01% 4528
2015
Q1 		– Sell
-2
Closed -$1K – 5342
2014
Q4 		$1K Buy
+2
New +$132 ﹤0.01% 4183

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.