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Sone Capital Management’s Morningstar MORN Stock Holding History

Sone Capital Management’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
-43,658
Closed -$9.49M – 121
2025
Q4 		$9.49M Buy
43,658
+4,432
+11% +$960K 0.77% 54
2025
Q3 		$9.1M Buy
39,226
+24,667
+169% +$6.58M 0.76% 57
2025
Q2 		$4.57M Sell
14,559
-23,990
-62% -$7.1M 0.42% 75
2025
Q1 		$11.6M Buy
+38,549
New +$12.1M 1.19% 34

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

Sone Capital Management's MORN Position: Q1 2026 in Review

Sone Capital Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 43,658 shares — an estimated $9.49M sold.

Sone Capital Management first reported a position in MORN in Q1 2025 and held it in 4 quarters. The position peaked at $11.6M in Q1 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Sone Capital Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Sone Capital Management sold 43,658 Morningstar shares in Q1 2026, an estimated $9.49M.
  • Sone Capital Management first reported a position in Morningstar in Q1 2025 and held it in 4 quarters.
  • Sone Capital Management's Morningstar position peaked at $11.6M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.