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Summit Trail Advisors’s Morningstar MORN Stock Holding History

Summit Trail Advisors’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
Q1 		$1.63M Buy
9,634
+1,115
+13% +$207K 0.02% 678
2025
Q4 		$1.85M Buy
8,519
+4,548
+115% +$985K 0.03% 453
2025
Q3 		$921K Buy
+3,971
New +$1.06M 0.01% 876
2024
Q4 		– Sell
-810
Closed -$258K – 622
2024
Q3 		$258K Buy
+810
New +$252K 0.01% 592
2018
Q1 		– Sell
-153
Closed -$15K – 1198
2017
Q4 		$15K Buy
+153
New +$13.8K ﹤0.01% 1120

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Summit Trail Advisors's MORN Position: Q1 2026 in Review

Summit Trail Advisors increased its Morningstar (MORN) stake by 13% in Q1 2026, buying an estimated $207K and bringing the position to 9,634 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #678.

Summit Trail Advisors first reported a position in MORN in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.85M in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Summit Trail Advisors held 9,634 shares of Morningstar worth $1.63M as of Q1 2026.
  • Summit Trail Advisors bought 1,115 Morningstar shares in Q1 2026, an estimated $207K.
  • Morningstar made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #678 holding.
  • Summit Trail Advisors first reported a position in Morningstar in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Morningstar position peaked at $1.85M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.