Thrivent Financial for Lutherans
MORN icon

Thrivent Financial for Lutherans’s Morningstar MORN Stock Holding History

Thrivent Financial for Lutherans’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 		$2.35M Sell
15,098
-30,530
-67% -$5.31M ﹤0.01% 1428
2026
Q1 		$7.71M Buy
45,628
+10,443
+30% +$1.94M 0.01% 733
2025
Q4 		$7.63M Buy
35,185
+22,459
+176% +$4.86M 0.01% 772
2025
Q3 		$2.95M Sell
12,726
-9,371
-42% -$2.5M 0.01% 1102
2025
Q2 		$6.94M Buy
22,097
+4,882
+28% +$1.45M 0.02% 697
2025
Q1 		$5.19M Buy
17,215
+2,400
+16% +$756K 0.01% 820
2024
Q4 		$5M Buy
14,815
+936
+7% +$320K 0.01% 909
2024
Q3 		$4.43M Buy
13,879
+7,579
+120% +$2.36M 0.01% 977
2024
Q2 		$1.86M Sell
6,300
-894
-12% -$265K ﹤0.01% 1431
2024
Q1 		$2.22M Buy
7,194
+687
+11% +$198K ﹤0.01% 1336
2023
Q4 		$1.86M Sell
6,507
-8
-0.1% -$2.08K ﹤0.01% 1417
2023
Q3 		$1.53M Buy
+6,515
New +$1.47M ﹤0.01% 1478
2021
Q1 		– Sell
-4,510
Closed -$1.04M – 2551
2020
Q4 		$1.04M Hold
4,510
– – ﹤0.01% 1726
2020
Q3 		$724K Buy
4,510
+1,246
+38% +$197K ﹤0.01% 1766
2020
Q2 		$460K Hold
3,264
– – ﹤0.01% 1945
2020
Q1 		$379K Buy
+3,264
New +$473K ﹤0.01% 1870
2016
Q3 		– Sell
-6,530
Closed -$534K – 2027
2016
Q2 		$534K Hold
6,530
– – ﹤0.01% 1384
2016
Q1 		$576K Hold
6,530
– – ﹤0.01% 1309
2015
Q4 		$525K Buy
+6,530
New +$529K ﹤0.01% 1326

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

Thrivent Financial for Lutherans's MORN Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Morningstar (MORN) stake by 67% in Q2 2026, selling an estimated $5.31M and leaving 15,098 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Thrivent Financial for Lutherans first reported a position in MORN in Q4 2015 and has held it in 19 quarters since. The position peaked at $7.71M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Thrivent Financial for Lutherans held 15,098 shares of Morningstar worth $2.35M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 30,530 Morningstar shares in Q2 2026, an estimated $5.31M.
  • Morningstar made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1428 holding.
  • Thrivent Financial for Lutherans first reported a position in Morningstar in Q4 2015 and has held it in 19 quarters since.
  • Thrivent Financial for Lutherans's Morningstar position peaked at $7.71M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.