STRS Ohio’s Morningstar MORN Stock Holding History

STRS Ohio’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	$64K	Sell	410 -101	-20%	-$17.6K	﹤0.01%	1981
2026 Q1	$86.4K	Sell	511 -30	-6%	-$5.57K	﹤0.01%	1819
2025 Q4	$118K	Sell	541 -13	-2%	-$2.81K	﹤0.01%	1764
2025 Q3	$129K	Sell	554 -8	-1%	-$2.13K	﹤0.01%	1749
2025 Q2	$176K	Buy	+562	New	+$166K	﹤0.01%	1705
2024 Q3	–	Sell	-4,602	Closed	-$1.36M	–	2039
2024 Q2	$1.36M	Sell	4,602 -32	-0.7%	-$9.47K	0.01%	768
2024 Q1	$1.43M	Buy	+4,634	New	+$1.33M	0.01%	786
2021 Q1	–	Sell	-7,721	Closed	-$1.79M	–	2240
2020 Q4	$1.79M	Buy	+7,721	New	+$1.53M	0.01%	744
2019 Q1	–	Sell	-3,291	Closed	-$361K	–	2084
2018 Q4	$361K	Sell	3,291 -571	-15%	-$66.9K	﹤0.01%	1424
2018 Q3	$486K	Buy	3,862 +215	+6%	+$29K	﹤0.01%	1398
2018 Q2	$467K	Buy	+3,647	New	+$417K	﹤0.01%	1406

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

STRS Ohio's MORN Position: Q2 2026 in Review

STRS Ohio reduced its Morningstar (MORN) stake by 20% in Q2 2026, selling an estimated $17.6K and leaving 410 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

STRS Ohio first reported a position in MORN in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2020. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

STRS Ohio held 410 shares of Morningstar worth $64K as of Q2 2026.
STRS Ohio sold 101 Morningstar shares in Q2 2026, an estimated $17.6K.
Morningstar made up ﹤0.01% of STRS Ohio's portfolio in Q2 2026, its #1981 holding.
STRS Ohio first reported a position in Morningstar in Q2 2018 and has held it in 11 quarters since.
STRS Ohio's Morningstar position peaked at $1.79M in Q4 2020.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on STRS Ohio's 13F filing for Q2 2026, filed 30 Jul 2026.