Touchstone Capital’s Morningstar MORN Stock Holding History

Touchstone 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
2025 Q4	–	Sell	-26,228	Closed	-$6.09M	–	31
2025 Q3	$6.09M	Buy	+26,228	New	+$6.99M	3.12%	14

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Touchstone Capital's MORN Position: Q4 2025 in Review

Touchstone Capital sold out of Morningstar (MORN) in Q4 2025, closing a stake of 26,228 shares — an estimated $6.09M sold.

Touchstone Capital first reported a position in MORN in Q3 2025 and held it in 1 quarter. The position peaked at $6.09M in Q3 2025. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

Touchstone Capital reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
Touchstone Capital sold 26,228 Morningstar shares in Q4 2025, an estimated $6.09M.
Touchstone Capital first reported a position in Morningstar in Q3 2025 and held it in 1 quarter.
Touchstone Capital's Morningstar position peaked at $6.09M in Q3 2025.
473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.