Squarepoint
MORN icon

Squarepoint’s Morningstar MORN Stock Holding History

Squarepoint’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 		$7.45M Buy
+47,742
New +$8.3M 0.01% 1302
2026
Q1 		– Sell
-34,267
Closed -$7.45M – 4694
2025
Q4 		$7.45M Sell
34,267
-12,968
-27% -$2.81M 0.01% 1223
2025
Q3 		$11M Buy
47,235
+29,092
+160% +$7.75M 0.01% 1029
2025
Q2 		$5.7M Sell
18,143
-45,888
-72% -$13.6M 0.01% 1373
2025
Q1 		$19.2M Buy
64,031
+53,328
+498% +$16.8M 0.02% 707
2024
Q4 		$3.6M Sell
10,703
-2,636
-20% -$900K ﹤0.01% 1907
2024
Q3 		$4.26M Buy
13,339
+12,019
+911% +$3.73M 0.01% 1517
2024
Q2 		$391K Buy
+1,320
New +$391K ﹤0.01% 3253
2023
Q3 		– Sell
-1,473
Closed -$289K – 4069
2023
Q2 		$289K Buy
+1,473
New +$292K ﹤0.01% 2998
2023
Q1 		– Sell
-14,656
Closed -$3.17M – 3570
2022
Q4 		$3.17M Buy
14,656
+6,255
+74% +$1.43M 0.01% 1091
2022
Q3 		$1.78M Buy
+8,401
New +$2M 0.01% 1394
2021
Q4 		– Sell
-8,764
Closed -$2.27M – 3398
2021
Q3 		$2.27M Buy
8,764
+1,016
+13% +$267K 0.01% 1144
2021
Q2 		$1.99M Buy
7,748
+446
+6% +$108K 0.01% 1183
2021
Q1 		$1.64M Buy
7,302
+1,440
+25% +$337K 0.01% 1181
2020
Q4 		$1.36M Buy
5,862
+2,259
+63% +$449K 0.01% 1150
2020
Q3 		$579K Buy
+3,603
New +$569K 0.01% 1323
2019
Q4 		– Sell
-2,806
Closed -$410K – 2677
2019
Q3 		$410K Sell
2,806
-2,300
-45% -$354K ﹤0.01% 1722
2019
Q2 		$739K Buy
5,106
+2,057
+67% +$284K 0.01% 1443
2019
Q1 		$384K Buy
3,049
+523
+21% +$62.9K ﹤0.01% 1627
2018
Q4 		$277K Buy
2,526
+648
+35% +$76K ﹤0.01% 1539
2018
Q3 		$236K Sell
1,878
-6,772
-78% -$913K ﹤0.01% 1674
2018
Q2 		$1.11M Buy
+8,650
New +$989K 0.01% 854
2016
Q3 		– Sell
-3,100
Closed -$254K – 1164
2016
Q2 		$254K Buy
+3,100
New +$259K 0.02% 802

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Squarepoint's MORN Position: Q2 2026 in Review

Squarepoint opened a new position in Morningstar (MORN) in Q2 2026: 47,742 shares worth $7.45M. The stake represents 0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Squarepoint previously reported a position in MORN as recently as Q4 2025.

Squarepoint first reported a position in MORN in Q2 2016 and has held it in 23 quarters since. The position peaked at $19.2M in Q1 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Squarepoint held 47,742 shares of Morningstar worth $7.45M as of Q2 2026.
  • Morningstar was a new Squarepoint position in Q2 2026.
  • Morningstar made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1302 holding.
  • Squarepoint first reported a position in Morningstar in Q2 2016 and has held it in 23 quarters since.
  • Squarepoint's Morningstar position peaked at $19.2M in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.