Sterling Capital Management’s Morningstar MORN Stock Holding History

Sterling Capital Management’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	$86.6K	Buy	555 +221	+66%	+$38.4K	﹤0.01%	1433
2026 Q1	$56.5K	Sell	334 -205	-38%	-$38.1K	﹤0.01%	1588
2025 Q4	$117K	Buy	539 +55	+11%	+$11.9K	﹤0.01%	1472
2025 Q3	$112K	Sell	484 -43	-8%	-$11.5K	﹤0.01%	1491
2025 Q2	$165K	Buy	527 +438	+492%	+$130K	﹤0.01%	1284
2025 Q1	$26.7K	Sell	89 -342	-79%	-$108K	﹤0.01%	1573
2024 Q4	$145K	Sell	431 -54	-11%	-$18.4K	﹤0.01%	1345
2024 Q3	$155K	Buy	+485	New	+$151K	﹤0.01%	1314

Other funds holding MORN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sterling Capital Management's MORN Position: Q2 2026 in Review

Sterling Capital Management increased its Morningstar (MORN) stake by 66% in Q2 2026, buying an estimated $38.4K and bringing the position to 555 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Sterling Capital Management first reported a position in MORN in Q3 2024 and has held it in 8 quarters since. The position peaked at $165K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Sterling Capital Management held 555 shares of Morningstar worth $86.6K as of Q2 2026.
Sterling Capital Management bought 221 Morningstar shares in Q2 2026, an estimated $38.4K.
Morningstar made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1433 holding.
Sterling Capital Management first reported a position in Morningstar in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Morningstar position peaked at $165K in Q2 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.