State of New Jersey Common Pension Fund D
MORN icon

State of New Jersey Common Pension Fund D’s Morningstar MORN Stock Holding History

State of New Jersey Common Pension Fund D’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 		$1.03M Sell
6,624
-7,271
-52% -$1.26M ﹤0.01% 1525
2026
Q1 		$2.35M Buy
13,895
+3,617
+35% +$672K 0.01% 930
2025
Q4 		$2.23M Buy
10,278
+2,055
+25% +$445K 0.01% 1138
2025
Q3 		$1.91M Sell
8,223
-275
-3% -$73.3K 0.01% 1375
2025
Q2 		$2.67M Hold
8,498
– – 0.01% 776
2025
Q1 		$2.55M Sell
8,498
-1,579
-16% -$497K 0.01% 774
2024
Q4 		$3.39M Sell
10,077
-366
-4% -$125K 0.01% 715
2024
Q3 		$3.33M Sell
10,443
-261
-2% -$81.1K 0.01% 720
2024
Q2 		$3.17M Sell
10,704
-4,083
-28% -$1.21M 0.01% 714
2024
Q1 		$4.56M Hold
14,787
– – 0.01% 743
2023
Q4 		$4.23M Hold
14,787
– – 0.01% 743
2023
Q3 		$3.46M Buy
14,787
+1,426
+11% +$322K 0.01% 797
2023
Q2 		$2.62M Hold
13,361
– – 0.01% 1177
2023
Q1 		$2.71M Sell
13,361
-1,013
-7% -$223K 0.01% 931
2022
Q4 		$3.11M Hold
14,374
– – 0.01% 835
2022
Q3 		$3.05M Sell
14,374
-650
-4% -$155K 0.01% 812
2022
Q2 		$3.63M Buy
15,024
+1,772
+13% +$447K 0.01% 760
2022
Q1 		$3.62M Hold
13,252
– – 0.01% 868
2021
Q4 		$4.53M Buy
13,252
+542
+4% +$168K 0.01% 798
2021
Q3 		$3.29M Sell
12,710
-481
-4% -$126K 0.01% 961
2021
Q2 		$3.39M Buy
+13,191
New +$3.2M 0.01% 959

Other funds holding MORN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of New Jersey Common Pension Fund D's MORN Position: Q2 2026 in Review

State of New Jersey Common Pension Fund D reduced its Morningstar (MORN) stake by 52% in Q2 2026, selling an estimated $1.26M and leaving 6,624 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

State of New Jersey Common Pension Fund D first reported a position in MORN in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.56M in Q1 2024. 152 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • State of New Jersey Common Pension Fund D held 6,624 shares of Morningstar worth $1.03M as of Q2 2026.
  • State of New Jersey Common Pension Fund D sold 7,271 Morningstar shares in Q2 2026, an estimated $1.26M.
  • Morningstar made up ﹤0.01% of State of New Jersey Common Pension Fund D's portfolio in Q2 2026, its #1525 holding.
  • State of New Jersey Common Pension Fund D first reported a position in Morningstar in Q2 2021 and has held it in 21 quarters since.
  • State of New Jersey Common Pension Fund D's Morningstar position peaked at $4.56M in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q2 2026, filed 4 Aug 2026.