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Steven Cohen’s Morningstar MORN Stock Holding History

Steven Cohen’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 		$5.11M Sell
32,754
-138,155
-81% -$24M 0.01% 1744
2026
Q1 		$28.9M Buy
170,909
+24,992
+17% +$4.64M 0.04% 627
2025
Q4 		$31.7M Buy
145,917
+94,996
+187% +$20.6M 0.04% 623
2025
Q3 		$11.8M Sell
50,921
-72,279
-59% -$19.3M 0.02% 733
2025
Q2 		$38.7M Buy
123,200
+62,551
+103% +$18.5M 0.08% 303
2025
Q1 		$18.2M Buy
+60,649
New +$19.1M 0.04% 472
2020
Q1 		– Sell
-2,000
Closed -$303K – 969
2019
Q4 		$303K Buy
2,000
+1,600
+400% +$246K ﹤0.01% 816
2019
Q3 		$58K Buy
+400
New +$61.6K ﹤0.01% 1038

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

Steven Cohen's MORN Position: Q2 2026 in Review

Steven Cohen reduced its Morningstar (MORN) stake by 81% in Q2 2026, selling an estimated $24M and leaving 32,754 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #1744.

Steven Cohen first reported a position in MORN in Q3 2019 and has held it in 8 quarters since. The position peaked at $38.7M in Q2 2025. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Steven Cohen held 32,754 shares of Morningstar worth $5.11M as of Q2 2026.
  • Steven Cohen sold 138,155 Morningstar shares in Q2 2026, an estimated $24M.
  • Morningstar made up 0.01% of Steven Cohen's portfolio in Q2 2026, its #1744 holding.
  • Steven Cohen first reported a position in Morningstar in Q3 2019 and has held it in 8 quarters since.
  • Steven Cohen's Morningstar position peaked at $38.7M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.