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Vident Advisory’s Morningstar MORN Stock Holding History

Vident Advisory’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 		$3.57M Buy
22,877
+1,187
+5% +$206K 0.03% 489
2026
Q1 		$3.67M Buy
21,690
+7,261
+50% +$1.35M 0.03% 435
2025
Q4 		$3.14M Buy
14,429
+627
+5% +$136K 0.03% 444
2025
Q3 		$3.2M Buy
13,802
+2,618
+23% +$698K 0.03% 423
2025
Q2 		$3.51M Buy
11,184
+1,524
+16% +$451K 0.04% 354
2025
Q1 		$2.9M Buy
+9,660
New +$3.04M 0.04% 363
2024
Q3 		– Sell
-834
Closed -$247K – 1497
2024
Q2 		$247K Buy
+834
New +$247K 0.01% 1195

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

Vident Advisory's MORN Position: Q2 2026 in Review

Vident Advisory increased its Morningstar (MORN) stake by 5.5% in Q2 2026, buying an estimated $206K and bringing the position to 22,877 shares worth $3.57M. The position accounts for 0.03% of the portfolio, ranked #489.

Vident Advisory first reported a position in MORN in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Vident Advisory held 22,877 shares of Morningstar worth $3.57M as of Q2 2026.
  • Vident Advisory bought 1,187 Morningstar shares in Q2 2026, an estimated $206K.
  • Morningstar made up 0.03% of Vident Advisory's portfolio in Q2 2026, its #489 holding.
  • Vident Advisory first reported a position in Morningstar in Q2 2024 and has held it in 7 quarters since.
  • Vident Advisory's Morningstar position peaked at $3.67M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.