Utah Retirement Systems’s Morningstar MORN Stock Holding History

Utah Retirement Systems’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	-1,243	Closed	-$270K	–	994
2025 Q4	$270K	Hold	1,243	–	–	﹤0.01%	914
2025 Q3	$288K	Sell	1,243 -2,985	-71%	-$796K	﹤0.01%	897
2025 Q2	$1.33M	Sell	4,228 -192	-4%	-$56.8K	0.01%	651
2025 Q1	$1.33M	Hold	4,420	–	–	0.02%	651
2024 Q4	$1.49M	Hold	4,420	–	–	0.02%	635
2024 Q3	$1.41M	Hold	4,420	–	–	0.02%	657
2024 Q2	$1.31M	Sell	4,420 -11	-0.2%	-$3.26K	0.02%	651
2024 Q1	$1.37M	Hold	4,431	–	–	0.02%	676
2023 Q4	$1.27M	Hold	4,431	–	–	0.02%	691
2023 Q3	$1.04M	Buy	4,431 +100	+2%	+$22.6K	0.01%	716
2023 Q2	$849K	Sell	4,331 -100	-2%	-$19.8K	0.01%	767
2023 Q1	$900K	Buy	4,431 +46	+1%	+$10.1K	0.01%	763
2022 Q4	$950K	Hold	4,385	–	–	0.02%	706
2022 Q3	$931K	Hold	4,385	–	–	0.02%	703
2022 Q2	$1.06M	Buy	4,385 +200	+5%	+$50.4K	0.02%	688
2022 Q1	$1.14M	Hold	4,185	–	–	0.02%	727
2021 Q4	$1.43M	Hold	4,185	–	–	0.02%	680
2021 Q3	$1.08M	Sell	4,185 -300	-7%	-$78.8K	0.01%	762
2021 Q2	$1.15M	Buy	4,485 +400	+10%	+$97.1K	0.01%	762
2021 Q1	$920K	Sell	4,085 -200	-5%	-$46.9K	0.01%	791
2020 Q4	$993K	Buy	4,285 +200	+5%	+$39.7K	0.01%	744
2020 Q3	$657K	Hold	4,085	–	–	0.01%	787
2020 Q2	$576K	Buy	4,085 +400	+11%	+$56.5K	0.01%	797
2020 Q1	$428K	Hold	3,685	–	–	0.01%	815
2019 Q4	$558K	Hold	3,685	–	–	0.01%	871
2019 Q3	$539K	Hold	3,685	–	–	0.01%	872
2019 Q2	$533K	Buy	3,685 +226	+7%	+$31.2K	0.01%	902
2019 Q1	$436K	Buy	3,459 +69	+2%	+$8.29K	0.01%	934
2018 Q4	$372K	Hold	3,390	–	–	0.01%	924
2018 Q3	$427K	Hold	3,390	–	–	0.01%	948
2018 Q2	$435K	Sell	3,390 -100	-3%	-$11.4K	0.01%	946
2018 Q1	$333K	Hold	3,490	–	–	0.01%	936
2017 Q4	$339K	Hold	3,490	–	–	0.01%	946
2017 Q3	$297K	Hold	3,490	–	–	0.01%	962
2017 Q2	$274K	Buy	3,490 +200	+6%	+$15.1K	0.01%	970
2017 Q1	$259K	Hold	3,290	–	–	0.01%	955
2016 Q4	$242K	Hold	3,290	–	–	0.01%	961
2016 Q3	$260K	Hold	3,290	–	–	0.01%	965
2016 Q2	$269K	Sell	3,290 -100	-3%	-$8.36K	0.01%	967
2016 Q1	$299K	Hold	3,390	–	–	0.01%	942
2015 Q4	$272K	Hold	3,390	–	–	0.01%	966
2015 Q3	$272K	Hold	3,390	–	–	0.01%	976
2015 Q2	$270K	Hold	3,390	–	–	0.01%	1003
2015 Q1	$254K	Buy	3,390 +100	+3%	+$7.09K	0.01%	987
2014 Q4	$213K	Hold	3,290	–	–	0.01%	1006
2014 Q3	$224K	Hold	3,290	–	–	0.01%	1009
2014 Q2	$236K	Sell	3,290 -500	-13%	-$36.6K	0.01%	1002
2014 Q1	$299K	Buy	3,790 +100	+3%	+$7.96K	0.01%	962
2013 Q4	$288K	Hold	3,690	–	–	0.01%	960
2013 Q3	$293K	Sell	3,690 -100	-3%	-$7.73K	0.01%	957
2013 Q2	$294K	Buy	+3,790	New	+$263K	0.01%	958

Other funds holding MORN

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Utah Retirement Systems's MORN Position: Q1 2026 in Review

Utah Retirement Systems sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1,243 shares — an estimated $270K sold.

Utah Retirement Systems first reported a position in MORN in Q2 2013 and held it in 51 quarters. The position peaked at $1.49M in Q4 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Utah Retirement Systems reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Utah Retirement Systems sold 1,243 Morningstar shares in Q1 2026, an estimated $270K.
Utah Retirement Systems first reported a position in Morningstar in Q2 2013 and held it in 51 quarters.
Utah Retirement Systems's Morningstar position peaked at $1.49M in Q4 2024.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.