Verition Fund Management
MORN icon

Verition Fund Management’s Morningstar MORN Stock Holding History

Verition Fund 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
-37,343
Closed -$8.12M – 3082
2025
Q4 		$8.12M Buy
37,343
+17,459
+88% +$3.78M 0.03% 567
2025
Q3 		$4.61M Buy
19,884
+4,964
+33% +$1.32M 0.02% 1234
2025
Q2 		$4.68M Sell
14,920
-1,773
-11% -$525K 0.02% 1176
2025
Q1 		$5.01M Buy
16,693
+14,747
+758% +$4.64M 0.02% 836
2024
Q4 		$655K Buy
1,946
+530
+37% +$181K ﹤0.01% 2310
2024
Q3 		$452K Buy
+1,416
New +$440K ﹤0.01% 2381
2024
Q2 		– Sell
-1,771
Closed -$546K – 3163
2024
Q1 		$546K Buy
1,771
+695
+65% +$200K ﹤0.01% 1960
2023
Q4 		$308K Buy
+1,076
New +$280K ﹤0.01% 1789
2022
Q4 		– Sell
-1,044
Closed -$222K – 2516
2022
Q3 		$222K Buy
1,044
+6
+0.6% +$1.43K ﹤0.01% 2437
2022
Q2 		$251K Sell
1,038
-116
-10% -$29.2K 0.01% 1810
2022
Q1 		$315K Buy
+1,154
New +$326K ﹤0.01% 2131
2018
Q4 		– Sell
-6,487
Closed -$817K – 1097
2018
Q3 		$817K Buy
6,487
+2,576
+66% +$347K 0.03% 644
2018
Q2 		$502K Buy
3,911
+471
+14% +$53.9K 0.03% 686
2018
Q1 		$329K Buy
+3,440
New +$331K 0.02% 787
2017
Q3 		– Sell
-3,551
Closed -$278K – 1304
2017
Q2 		$278K Buy
+3,551
New +$268K 0.03% 704
2017
Q1 		– Sell
-3,620
Closed -$266K – 1357
2016
Q4 		$266K Buy
+3,620
New +$266K 0.02% 886
2016
Q1 		– Sell
-3,557
Closed -$286K – 770
2015
Q4 		$286K Buy
+3,557
New +$288K 0.05% 314

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

Verition Fund Management's MORN Position: Q1 2026 in Review

Verition Fund Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 37,343 shares — an estimated $8.12M sold.

Verition Fund Management first reported a position in MORN in Q4 2015 and held it in 17 quarters. The position peaked at $8.12M in Q4 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Verition Fund Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 37,343 Morningstar shares in Q1 2026, an estimated $8.12M.
  • Verition Fund Management first reported a position in Morningstar in Q4 2015 and held it in 17 quarters.
  • Verition Fund Management's Morningstar position peaked at $8.12M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.