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Susquehanna Portfolio Strategies’s Morningstar MORN Stock Holding History

Susquehanna Portfolio Strategies’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
2025
Q4 		– Sell
-4,621
Closed -$1.07M – 1076
2025
Q3 		$1.07M Sell
4,621
-24,449
-84% -$6.52M 0.02% 669
2025
Q2 		$9.13M Buy
+29,070
New +$8.61M 0.2% 146
2024
Q4 		– Sell
-1,352
Closed -$431K – 210
2024
Q3 		$431K Sell
1,352
-92
-6% -$28.6K 0.03% 261
2024
Q2 		$427K Sell
1,444
-7,703
-84% -$2.28M 0.02% 383
2024
Q1 		$2.82M Hold
9,147
– – 0.07% 285
2023
Q4 		$2.62M Buy
+9,147
New +$2.38M 0.05% 378

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Portfolio Strategies's MORN Position: Q4 2025 in Review

Susquehanna Portfolio Strategies sold out of Morningstar (MORN) in Q4 2025, closing a stake of 4,621 shares — an estimated $1.07M sold.

Susquehanna Portfolio Strategies first reported a position in MORN in Q4 2023 and held it in 6 quarters. The position peaked at $9.13M in Q2 2025. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Susquehanna Portfolio Strategies reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 4,621 Morningstar shares in Q4 2025, an estimated $1.07M.
  • Susquehanna Portfolio Strategies first reported a position in Morningstar in Q4 2023 and held it in 6 quarters.
  • Susquehanna Portfolio Strategies's Morningstar position peaked at $9.13M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.