Universal-Beteiligungs- und Servicegesellschaft’s Morningstar MORN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$1.69M	Buy	10,827 +6,393	+144%	+$1.11M	﹤0.01%	1368
2026 Q1	$750K	Sell	4,434 -4,330	-49%	-$804K	﹤0.01%	1605
2025 Q4	$1.91M	Buy	8,764 +1,901	+28%	+$412K	﹤0.01%	1271
2025 Q3	$1.59M	Sell	6,863 -1,989	-22%	-$530K	﹤0.01%	1385
2025 Q2	$2.78M	Buy	8,852 +6,173	+230%	+$1.83M	﹤0.01%	1062
2025 Q1	$803K	Buy	+2,679	New	+$844K	﹤0.01%	1525

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's MORN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Morningstar (MORN) stake by 144% in Q2 2026, buying an estimated $1.11M and bringing the position to 10,827 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.78M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 10,827 shares of Morningstar worth $1.69M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 6,393 Morningstar shares in Q2 2026, an estimated $1.11M.
Morningstar made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1368 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Morningstar position peaked at $2.78M in Q2 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.