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SouthState Corp’s Morningstar MORN Stock Holding History

SouthState Corp’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 		– Sell
-9
Closed -$1.52K – 1353
2026
Q1 		$1.52K Buy
9
+2
+29% +$372 ﹤0.01% 957
2025
Q4 		$1.52K Buy
7
+6
+600% +$1.3K ﹤0.01% 1042
2025
Q3 		$233 Sell
1
-2
-67% -$533 ﹤0.01% 1297
2025
Q2 		$942 Hold
3
– – ﹤0.01% 1279
2025
Q1 		$900 Buy
+3
New +$945 ﹤0.01% 1368

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SouthState Corp's MORN Position: Q2 2026 in Review

SouthState Corp sold out of Morningstar (MORN) in Q2 2026, closing a stake of 9 shares — an estimated $1.52K sold.

SouthState Corp first reported a position in MORN in Q1 2025 and held it in 5 quarters. The position peaked at $1.52K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • SouthState Corp reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • SouthState Corp sold 9 Morningstar shares in Q2 2026, an estimated $1.52K.
  • SouthState Corp first reported a position in Morningstar in Q1 2025 and held it in 5 quarters.
  • SouthState Corp's Morningstar position peaked at $1.52K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.