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Tucker Asset Management’s Morningstar MORN Stock Holding History

Tucker Asset Management’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
Q1 		– Sell
-24
Closed -$5.21K – 779
2025
Q4 		$5.21K Buy
+24
New +$5.2K ﹤0.01% 685
2025
Q1 		– Sell
-44
Closed -$14.8K – 682
2024
Q4 		$14.8K Sell
44
-13
-23% -$4.44K ﹤0.01% 637
2024
Q3 		$18.2K Hold
57
– – ﹤0.01% 567
2024
Q2 		$16.9K Buy
+57
New +$16.9K ﹤0.01% 681

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Tucker Asset Management's MORN Position: Q1 2026 in Review

Tucker Asset Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 24 shares — an estimated $5.21K sold.

Tucker Asset Management first reported a position in MORN in Q2 2024 and held it in 4 quarters. The position peaked at $18.2K in Q3 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Tucker Asset Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 24 Morningstar shares in Q1 2026, an estimated $5.21K.
  • Tucker Asset Management first reported a position in Morningstar in Q2 2024 and held it in 4 quarters.
  • Tucker Asset Management's Morningstar position peaked at $18.2K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.