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Tidal Investments’s Morningstar MORN Stock Holding History

Tidal Investments’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 		$882K Buy
5,653
+475
+9% +$82.5K ﹤0.01% 1815
2026
Q1 		$875K Buy
5,178
+2,343
+83% +$435K ﹤0.01% 1546
2025
Q4 		$615K Buy
2,835
+373
+15% +$80.8K ﹤0.01% 1532
2025
Q3 		$571K Buy
2,462
+1,407
+133% +$375K ﹤0.01% 1501
2025
Q2 		$331K Sell
1,055
-150
-12% -$44.4K ﹤0.01% 1609
2025
Q1 		$361K Sell
1,205
-490
-29% -$154K ﹤0.01% 1475
2024
Q4 		$571K Buy
1,695
+487
+40% +$166K ﹤0.01% 1312
2024
Q3 		$385K Buy
1,208
+90
+8% +$28K ﹤0.01% 1502
2024
Q2 		$331K Sell
1,118
-2,795
-71% -$827K ﹤0.01% 1485
2024
Q1 		$1.21M Buy
+3,913
New +$1.13M 0.02% 788

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

Tidal Investments's MORN Position: Q2 2026 in Review

Tidal Investments increased its Morningstar (MORN) stake by 9.2% in Q2 2026, buying an estimated $82.5K and bringing the position to 5,653 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Tidal Investments first reported a position in MORN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Tidal Investments held 5,653 shares of Morningstar worth $882K as of Q2 2026.
  • Tidal Investments bought 475 Morningstar shares in Q2 2026, an estimated $82.5K.
  • Morningstar made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1815 holding.
  • Tidal Investments first reported a position in Morningstar in Q1 2024 and has held it in 10 quarters since.
  • Tidal Investments's Morningstar position peaked at $1.21M in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.