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Sivia Capital Partners’s Morningstar MORN Stock Holding History

Sivia Capital 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 		$521K Buy
+3,339
New +$580K 0.06% 333
2026
Q1 		– Sell
-1,469
Closed -$319K – 568
2025
Q4 		$319K Buy
+1,469
New +$318K 0.06% 385

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Sivia Capital Partners's MORN Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Morningstar (MORN) in Q2 2026: 3,339 shares worth $521K. The stake represents 0.06% of the portfolio and ranks #333 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in MORN as recently as Q4 2025.

Sivia Capital Partners first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Sivia Capital Partners held 3,339 shares of Morningstar worth $521K as of Q2 2026.
  • Morningstar was a new Sivia Capital Partners position in Q2 2026.
  • Morningstar made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #333 holding.
  • Sivia Capital Partners first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.