Voloridge Investment Management
MORN icon

Voloridge Investment Management’s Morningstar MORN Stock Holding History

Voloridge Investment 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 		$25.3M Sell
162,073
-15,799
-9% -$2.75M 0.11% 270
2026
Q1 		$30.1M Sell
177,872
-48,733
-22% -$9.05M 0.12% 245
2025
Q4 		$49.2M Buy
226,605
+39,477
+21% +$8.55M 0.17% 149
2025
Q3 		$43.4M Buy
187,128
+146,693
+363% +$39.1M 0.15% 167
2025
Q2 		$12.7M Buy
40,435
+39,194
+3,158% +$11.6M 0.05% 473
2025
Q1 		$372K Buy
+1,241
New +$391K ﹤0.01% 1110
2022
Q4 		– Sell
-5,859
Closed -$1.24M – 1561
2022
Q3 		$1.24M Buy
+5,859
New +$1.39M 0.01% 1103
2022
Q1 		– Sell
-1,346
Closed -$460K – 1583
2021
Q4 		$460K Sell
1,346
-5,745
-81% -$1.78M ﹤0.01% 1417
2021
Q3 		$1.84M Buy
7,091
+2,392
+51% +$628K 0.01% 1085
2021
Q2 		$1.21M Sell
4,699
-3,368
-42% -$817K 0.01% 1188
2021
Q1 		$1.81M Sell
8,067
-5,224
-39% -$1.22M 0.01% 851
2020
Q4 		$3.08M Buy
+13,291
New +$2.64M 0.03% 597
2020
Q3 		– Sell
-2,267
Closed -$320K – 1408
2020
Q2 		$320K Buy
2,267
+427
+23% +$60.3K ﹤0.01% 1121
2020
Q1 		$214K Buy
1,840
+94
+5% +$13.6K 0.01% 936
2019
Q4 		$264K Sell
1,746
-1,099
-39% -$169K 0.01% 957
2019
Q3 		$416K Buy
+2,845
New +$438K 0.01% 851

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

Voloridge Investment Management's MORN Position: Q2 2026 in Review

Voloridge Investment Management reduced its Morningstar (MORN) stake by 8.9% in Q2 2026, selling an estimated $2.75M and leaving 162,073 shares worth $25.3M. The position accounts for 0.11% of the portfolio, ranked #270.

Voloridge Investment Management first reported a position in MORN in Q3 2019 and has held it in 16 quarters since. The position peaked at $49.2M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Voloridge Investment Management held 162,073 shares of Morningstar worth $25.3M as of Q2 2026.
  • Voloridge Investment Management sold 15,799 Morningstar shares in Q2 2026, an estimated $2.75M.
  • Morningstar made up 0.11% of Voloridge Investment Management's portfolio in Q2 2026, its #270 holding.
  • Voloridge Investment Management first reported a position in Morningstar in Q3 2019 and has held it in 16 quarters since.
  • Voloridge Investment Management's Morningstar position peaked at $49.2M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.