State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Morningstar MORN Stock Holding History

State of Wisconsin Investment Board’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 		$2M Buy
11,840
+2,933
+33% +$545K ﹤0.01% 1404
2025
Q4 		$1.94M Buy
8,907
+1,334
+18% +$289K ﹤0.01% 1423
2025
Q3 		$1.76M Sell
7,573
-16
-0.2% -$4.26K ﹤0.01% 1412
2025
Q2 		$2.38M Sell
7,589
-1,183
-13% -$350K 0.01% 1220
2025
Q1 		$2.63M Sell
8,772
-375
-4% -$118K 0.01% 1145
2024
Q4 		$3.08M Sell
9,147
-1,765
-16% -$603K 0.01% 1134
2024
Q3 		$3.48M Sell
10,912
-68
-0.6% -$21.1K 0.01% 1101
2024
Q2 		$3.25M Sell
10,980
-950
-8% -$281K 0.01% 1104
2024
Q1 		$3.68M Sell
11,930
-1,246
-9% -$359K 0.01% 1057
2023
Q4 		$3.77M Sell
13,176
-5,635
-30% -$1.47M 0.01% 1079
2023
Q3 		$4.41M Sell
18,811
-1,100
-6% -$248K 0.01% 978
2023
Q2 		$3.9M Sell
19,911
-689
-3% -$136K 0.01% 1083
2023
Q1 		$4.18M Sell
20,600
-2,277
-10% -$501K 0.01% 1056
2022
Q4 		$4.95M Sell
22,877
-1,575
-6% -$359K 0.02% 947
2022
Q3 		$5.19M Sell
24,452
-1,662
-6% -$395K 0.02% 916
2022
Q2 		$6.32M Buy
26,114
+4,726
+22% +$1.19M 0.02% 876
2022
Q1 		$5.84M Buy
21,388
+18,544
+652% +$5.24M 0.01% 1078
2021
Q4 		$973K Sell
2,844
-88
-3% -$27.2K ﹤0.01% 1460
2021
Q3 		$759K Buy
2,932
+140
+5% +$36.8K ﹤0.01% 1538
2021
Q2 		$718K Buy
2,792
+49
+2% +$11.9K ﹤0.01% 1568
2021
Q1 		$617K Sell
2,743
-37
-1% -$8.67K ﹤0.01% 1518
2020
Q4 		$644K Sell
2,780
-110
-4% -$21.9K ﹤0.01% 1452
2020
Q3 		$464K Buy
2,890
+50
+2% +$7.9K ﹤0.01% 1511
2020
Q2 		$400K Buy
2,840
+180
+7% +$25.4K ﹤0.01% 1489
2020
Q1 		$309K Sell
2,660
-120
-4% -$17.4K ﹤0.01% 1489
2019
Q4 		$421K Hold
2,780
– – ﹤0.01% 1480
2019
Q3 		$406K Sell
2,780
-22
-0.8% -$3.39K ﹤0.01% 1390
2019
Q2 		$405K Sell
2,802
-580
-17% -$80.1K ﹤0.01% 1378
2019
Q1 		$426K Sell
3,382
-100
-3% -$12K ﹤0.01% 1385
2018
Q4 		$382K Hold
3,482
– – ﹤0.01% 1381
2018
Q3 		$438K Sell
3,482
-119
-3% -$16K ﹤0.01% 1428
2018
Q2 		$462K Sell
3,601
-199
-5% -$22.8K ﹤0.01% 1373
2018
Q1 		$363K Sell
3,800
-106
-3% -$10.2K ﹤0.01% 1344
2017
Q4 		$379K Buy
3,906
+52
+1% +$4.68K ﹤0.01% 1327
2017
Q3 		$328K Buy
3,854
+80
+2% +$6.52K ﹤0.01% 1361
2017
Q2 		$296K Buy
3,774
+160
+4% +$12.1K ﹤0.01% 1369
2017
Q1 		$284K Sell
3,614
-6,326
-64% -$492K ﹤0.01% 1254
2016
Q4 		$731K Sell
9,940
-1,577
-14% -$116K ﹤0.01% 1222
2016
Q3 		$913K Sell
11,517
-100
-0.9% -$8.22K ﹤0.01% 1254
2016
Q2 		$950K Sell
11,617
-1,640
-12% -$137K ﹤0.01% 1234
2016
Q1 		$1.17M Sell
13,257
-590
-4% -$47K ﹤0.01% 1188
2015
Q4 		$1.11M Sell
13,847
-410
-3% -$33.2K ﹤0.01% 1202
2015
Q3 		$1.14M Sell
14,257
-430
-3% -$35.1K ﹤0.01% 1224
2015
Q2 		$1.17M Buy
14,687
+10
+0.1% +$766 ﹤0.01% 1270
2015
Q1 		$1.1M Sell
14,677
-440
-3% -$31.2K ﹤0.01% 1247
2014
Q4 		$978K Buy
15,117
+860
+6% +$57K ﹤0.01% 1262
2014
Q3 		$968K Buy
14,257
+140
+1% +$9.58K ﹤0.01% 1272
2014
Q2 		$1.01M Sell
14,117
-630
-4% -$46.1K ﹤0.01% 1277
2014
Q1 		$1.17M Buy
14,747
+10
+0.1% +$796 ﹤0.01% 1240
2013
Q4 		$1.15M Sell
14,737
-470
-3% -$37.4K ﹤0.01% 1223
2013
Q3 		$1.21M Sell
15,207
-1,180
-7% -$91.2K 0.01% 1208
2013
Q2 		$1.27M Buy
+16,387
New +$1.14M 0.01% 1206

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 $3.37T AUM 44.26% 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

State of Wisconsin Investment Board's MORN Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Morningstar (MORN) stake by 33% in Q1 2026, buying an estimated $545K and bringing the position to 11,840 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

State of Wisconsin Investment Board first reported a position in MORN in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.32M in Q2 2022. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • State of Wisconsin Investment Board held 11,840 shares of Morningstar worth $2M as of Q1 2026.
  • State of Wisconsin Investment Board bought 2,933 Morningstar shares in Q1 2026, an estimated $545K.
  • Morningstar made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #1404 holding.
  • State of Wisconsin Investment Board first reported a position in Morningstar in Q2 2013 and has held it in 52 quarters since.
  • State of Wisconsin Investment Board's Morningstar position peaked at $6.32M in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.