SJS Investment Consulting’s Morningstar MORN Stock Holding History

SJS Investment Consulting’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	$24.2K	Buy	155 +130	+520%	+$22.6K	﹤0.01%	726
2026 Q1	$4.23K	Sell	25 -246	-91%	-$45.7K	﹤0.01%	1086
2025 Q4	$58.9K	Buy	271 +269	+13,450%	+$58.3K	0.01%	300
2025 Q3	$465	Sell	2 -1	-33%	-$267	﹤0.01%	1256
2025 Q2	$942	Sell	3 -2	-40%	-$592	﹤0.01%	880
2025 Q1	$1.5K	Hold	5	–	–	﹤0.01%	847
2024 Q4	$1.68K	Sell	5 -1	-17%	-$341	﹤0.01%	789
2024 Q3	$1.92K	Hold	6	–	–	﹤0.01%	811
2024 Q2	$1.78K	Hold	6	–	–	﹤0.01%	775
2024 Q1	$1.85K	Hold	6	–	–	﹤0.01%	787
2023 Q4	$1.72K	Hold	6	–	–	﹤0.01%	723
2023 Q3	$1.41K	Buy	6 +2	+50%	+$452	﹤0.01%	782
2023 Q2	$785	Buy	4 +3	+300%	+$594	﹤0.01%	994
2023 Q1	$204	Sell	1 -7	-88%	-$1.54K	﹤0.01%	1356
2022 Q4	$1.73K	Buy	8 +4	+100%	+$912	﹤0.01%	691
2022 Q3	$1K	Buy	+4	New	+$951	﹤0.01%	822
2022 Q1	$1K	Buy	+2	New	+$565	﹤0.01%	605

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SJS Investment Consulting's MORN Position: Q2 2026 in Review

SJS Investment Consulting increased its Morningstar (MORN) stake by 520% in Q2 2026, buying an estimated $22.6K and bringing the position to 155 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

SJS Investment Consulting first reported a position in MORN in Q1 2022 and has held it in 17 quarters since. The position peaked at $58.9K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

SJS Investment Consulting held 155 shares of Morningstar worth $24.2K as of Q2 2026.
SJS Investment Consulting bought 130 Morningstar shares in Q2 2026, an estimated $22.6K.
Morningstar made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #726 holding.
SJS Investment Consulting first reported a position in Morningstar in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Morningstar position peaked at $58.9K in Q4 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.