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Thurston Springer Miller Herd & Titak’s Morningstar MORN Stock Holding History

Thurston Springer Miller Herd & Titak’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
-118
Closed -$19.9K – 1252
2026
Q1 		$19.9K Buy
118
+2
+2% +$372 0.01% 769
2025
Q4 		$25.2K Buy
+116
New +$25.1K 0.01% 671
2025
Q3 		– Sell
-466
Closed -$146K – 1056
2025
Q2 		$146K Buy
466
+148
+47% +$43.8K 0.02% 421
2025
Q1 		$95.4K Buy
+318
New +$100K 0.02% 469

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

Thurston Springer Miller Herd & Titak's MORN Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Morningstar (MORN) in Q2 2026, closing a stake of 118 shares — an estimated $19.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in MORN in Q1 2025 and held it in 4 quarters. The position peaked at $146K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 118 Morningstar shares in Q2 2026, an estimated $19.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in Morningstar in Q1 2025 and held it in 4 quarters.
  • Thurston Springer Miller Herd & Titak's Morningstar position peaked at $146K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.