SS
MORN icon

Steve Schonfeld’s Morningstar MORN Stock Holding History

Steve Schonfeld’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 		$2.33M Sell
14,919
-6,887
-32% -$1.2M 0.01% 989
2026
Q1 		$3.69M Buy
21,806
+11,094
+104% +$2.06M 0.03% 588
2025
Q4 		$2.33M Sell
10,712
-13,533
-56% -$2.93M 0.01% 819
2025
Q3 		$5.63M Buy
24,245
+12,915
+114% +$3.44M 0.03% 546
2025
Q2 		$3.56M Sell
11,330
-1,656
-13% -$490K 0.02% 703
2025
Q1 		$3.89M Buy
12,986
+5,596
+76% +$1.76M 0.02% 624
2024
Q4 		$2.49M Buy
7,390
+5,024
+212% +$1.72M 0.01% 748
2024
Q3 		$755K Buy
+2,366
New +$735K 0.01% 1256
2024
Q2 		– Sell
-1,944
Closed -$599K – 2417
2024
Q1 		$599K Sell
1,944
-3,926
-67% -$1.13M ﹤0.01% 1414
2023
Q4 		$1.68M Buy
+5,870
New +$1.53M 0.01% 862
2023
Q1 		– Sell
-1,929
Closed -$418K – 2426
2022
Q4 		$418K Buy
1,929
+625
+48% +$142K ﹤0.01% 1624
2022
Q3 		$277K Buy
+1,304
New +$310K ﹤0.01% 2132
2022
Q1 		– Sell
-8,293
Closed -$2.84M – 2792
2021
Q4 		$2.84M Sell
8,293
-1,521
-15% -$471K 0.03% 607
2021
Q3 		$2.54M Buy
9,814
+8,014
+445% +$2.11M 0.03% 637
2021
Q2 		$463K Buy
+1,800
New +$437K ﹤0.01% 1235
2021
Q1 		– Sell
-2,653
Closed -$614K – 2014
2020
Q4 		$614K Buy
2,653
+401
+18% +$79.7K 0.01% 976
2020
Q3 		$362K Buy
+2,252
New +$356K 0.01% 1024
2018
Q4 		– Sell
-2,213
Closed -$279K – 1178
2018
Q3 		$279K Buy
+2,213
New +$298K 0.01% 700

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

Steve Schonfeld's MORN Position: Q2 2026 in Review

Steve Schonfeld reduced its Morningstar (MORN) stake by 32% in Q2 2026, selling an estimated $1.2M and leaving 14,919 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #989.

Steve Schonfeld first reported a position in MORN in Q3 2018 and has held it in 18 quarters since. The position peaked at $5.63M in Q3 2025. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Steve Schonfeld held 14,919 shares of Morningstar worth $2.33M as of Q2 2026.
  • Steve Schonfeld sold 6,887 Morningstar shares in Q2 2026, an estimated $1.2M.
  • Morningstar made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #989 holding.
  • Steve Schonfeld first reported a position in Morningstar in Q3 2018 and has held it in 18 quarters since.
  • Steve Schonfeld's Morningstar position peaked at $5.63M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.