VSQM
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V-Square Quantitative Management’s Morningstar MORN Stock Holding History

V-Square Quantitative 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
Q2 		– Sell
-180
Closed -$30.4K – 762
2026
Q1 		$30.4K Buy
180
+20
+13% +$3.72K ﹤0.01% 642
2025
Q4 		$34.8K Buy
+160
New +$34.7K ﹤0.01% 611
2025
Q3 		– Sell
-93
Closed -$29.2K – 418
2025
Q2 		$29.2K Sell
93
-52
-36% -$15.4K ﹤0.01% 568
2025
Q1 		$43.5K Buy
145
+6
+4% +$1.89K 0.01% 580
2024
Q4 		$46.8K Buy
139
+46
+49% +$15.7K 0.01% 580
2024
Q3 		$29.7K Buy
+93
New +$28.9K ﹤0.01% 617

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

V-Square Quantitative Management's MORN Position: Q2 2026 in Review

V-Square Quantitative Management sold out of Morningstar (MORN) in Q2 2026, closing a stake of 180 shares — an estimated $30.4K sold.

V-Square Quantitative Management first reported a position in MORN in Q3 2024 and held it in 6 quarters. The position peaked at $46.8K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • V-Square Quantitative Management reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 180 Morningstar shares in Q2 2026, an estimated $30.4K.
  • V-Square Quantitative Management first reported a position in Morningstar in Q3 2024 and held it in 6 quarters.
  • V-Square Quantitative Management's Morningstar position peaked at $46.8K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.