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State of Wyoming’s Morningstar MORN Stock Holding History

State of Wyoming’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 		$187K Buy
1,199
+571
+91% +$99.2K 0.02% 1057
2026
Q1 		$106K Sell
628
-620
-50% -$115K 0.01% 1271
2025
Q4 		$271K Buy
1,248
+1,044
+512% +$226K 0.03% 771
2025
Q3 		$47.3K Buy
+204
New +$54.4K 0.01% 1592
2024
Q2 		– Sell
-328
Closed -$101K – 1796
2024
Q1 		$101K Buy
+328
New +$94.5K 0.02% 997

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

State of Wyoming's MORN Position: Q2 2026 in Review

State of Wyoming increased its Morningstar (MORN) stake by 91% in Q2 2026, buying an estimated $99.2K and bringing the position to 1,199 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #1057.

State of Wyoming first reported a position in MORN in Q1 2024 and has held it in 5 quarters since. The position peaked at $271K in Q4 2025. 193 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • State of Wyoming held 1,199 shares of Morningstar worth $187K as of Q2 2026.
  • State of Wyoming bought 571 Morningstar shares in Q2 2026, an estimated $99.2K.
  • Morningstar made up 0.02% of State of Wyoming's portfolio in Q2 2026, its #1057 holding.
  • State of Wyoming first reported a position in Morningstar in Q1 2024 and has held it in 5 quarters since.
  • State of Wyoming's Morningstar position peaked at $271K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.