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Voleon Capital Management’s Morningstar MORN Stock Holding History

Voleon Capital 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
-3,142
Closed -$683K – 868
2025
Q4 		$683K Sell
3,142
-15,701
-83% -$3.4M 0.01% 516
2025
Q3 		$4.37M Sell
18,843
-8,090
-30% -$2.16M 0.11% 189
2025
Q2 		$8.46M Buy
26,933
+6,003
+29% +$1.78M 0.46% 47
2025
Q1 		$6.28M Sell
20,930
-985
-4% -$310K 0.49% 56
2024
Q4 		$7.38M Buy
+21,915
New +$7.48M 0.55% 43

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

Voleon Capital Management's MORN Position: Q1 2026 in Review

Voleon Capital Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 3,142 shares — an estimated $683K sold.

Voleon Capital Management first reported a position in MORN in Q4 2024 and held it in 5 quarters. The position peaked at $8.46M in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Voleon Capital Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Voleon Capital Management sold 3,142 Morningstar shares in Q1 2026, an estimated $683K.
  • Voleon Capital Management first reported a position in Morningstar in Q4 2024 and held it in 5 quarters.
  • Voleon Capital Management's Morningstar position peaked at $8.46M in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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