VRS
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Virginia Retirement Systems’s Morningstar MORN Stock Holding History

Virginia 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
2025
Q4 		– Sell
-2,400
Closed -$557K – 1016
2025
Q3 		$557K Buy
+2,400
New +$640K ﹤0.01% 731
2022
Q1 		– Sell
-1,200
Closed -$410 – 1185
2021
Q4 		$410 Buy
+1,200
New +$371K ﹤0.01% 906
2021
Q3 		– Sell
-4,200
Closed -$1.08M – 1041
2021
Q2 		$1.08M Hold
4,200
– – 0.01% 622
2021
Q1 		$945K Buy
4,200
+2,200
+110% +$516K 0.01% 678
2020
Q4 		$463K Hold
2,000
– – ﹤0.01% 868
2020
Q3 		$321K Buy
+2,000
New +$316K ﹤0.01% 911
2019
Q1 		– Sell
-2,400
Closed -$264K – 1100
2018
Q4 		$264K Sell
2,400
-1,000
-29% -$117K ﹤0.01% 1013
2018
Q3 		$428K Hold
3,400
– – 0.01% 939
2018
Q2 		$436K Buy
+3,400
New +$389K 0.01% 924
2015
Q4 		– Sell
-9,900
Closed -$795K – 1039
2015
Q3 		$795K Buy
9,900
+700
+8% +$57.1K 0.01% 593
2015
Q2 		$732K Sell
9,200
-100
-1% -$7.66K 0.01% 632
2015
Q1 		$697K Buy
9,300
+3,600
+63% +$255K 0.01% 636
2014
Q4 		$369K Buy
+5,700
New +$378K 0.01% 757
2014
Q1 		– Sell
-14,600
Closed -$1.14M – 968
2013
Q4 		$1.14M Buy
14,600
+3,600
+33% +$286K 0.02% 440
2013
Q3 		$872K Buy
11,000
+3,100
+39% +$240K 0.02% 499
2013
Q2 		$613K Buy
+7,900
New +$547K 0.01% 594

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virginia Retirement Systems's MORN Position: Q4 2025 in Review

Virginia Retirement Systems sold out of Morningstar (MORN) in Q4 2025, closing a stake of 2,400 shares — an estimated $557K sold.

Virginia Retirement Systems first reported a position in MORN in Q2 2013 and held it in 16 quarters. The position peaked at $1.14M in Q4 2013. 473 funds tracked by Wall St. Rank hold MORN as of Q4 2025.

  • Virginia Retirement Systems reported no remaining Morningstar position as of Q4 2025 after selling out during the quarter.
  • Virginia Retirement Systems sold 2,400 Morningstar shares in Q4 2025, an estimated $557K.
  • Virginia Retirement Systems first reported a position in Morningstar in Q2 2013 and held it in 16 quarters.
  • Virginia Retirement Systems's Morningstar position peaked at $1.14M in Q4 2013.
  • 473 funds tracked by Wall St. Rank held Morningstar as of Q4 2025.

Based on Virginia Retirement Systems's 13F filing for Q4 2025, filed 4 Feb 2026.