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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
Q2 		$1.55M Buy
9,943
+309
+3% +$53.7K 0.02% 775
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

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

Summit Trail Advisors's MORN Position: Q2 2026 in Review

Summit Trail Advisors increased its Morningstar (MORN) stake by 3.2% in Q2 2026, buying an estimated $53.7K and bringing the position to 9,943 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #775.

Summit Trail Advisors first reported a position in MORN in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Summit Trail Advisors held 9,943 shares of Morningstar worth $1.55M as of Q2 2026.
  • Summit Trail Advisors bought 309 Morningstar shares in Q2 2026, an estimated $53.7K.
  • Morningstar made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #775 holding.
  • Summit Trail Advisors first reported a position in Morningstar in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Morningstar position peaked at $1.85M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.