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Syon Capital’s Morningstar MORN Stock Holding History

Syon Capital’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 		– Sell
-1,459
Closed -$247K – 986
2026
Q1 		$247K Sell
1,459
-1,245
-46% -$231K 0.01% 802
2025
Q4 		$588K Buy
2,704
+1,677
+163% +$363K 0.03% 503
2025
Q3 		$238K Sell
1,027
-313
-23% -$83.4K 0.01% 730
2025
Q2 		$421K Buy
+1,340
New +$397K 0.03% 436

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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

Syon Capital's MORN Position: Q2 2026 in Review

Syon Capital sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,459 shares — an estimated $247K sold.

Syon Capital first reported a position in MORN in Q2 2025 and held it in 4 quarters. The position peaked at $588K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Syon Capital reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Syon Capital sold 1,459 Morningstar shares in Q2 2026, an estimated $247K.
  • Syon Capital first reported a position in Morningstar in Q2 2025 and held it in 4 quarters.
  • Syon Capital's Morningstar position peaked at $588K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.