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Waddell & Associates’s Morningstar MORN Stock Holding History

Waddell & Associates’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 		$229K Buy
+1,470
New +$255K 0.01% 481
2026
Q1 		– Sell
-1,273
Closed -$277K – 479
2025
Q4 		$277K Buy
+1,273
New +$276K 0.02% 296

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

Waddell & Associates's MORN Position: Q2 2026 in Review

Waddell & Associates opened a new position in Morningstar (MORN) in Q2 2026: 1,470 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in MORN as recently as Q4 2025.

Waddell & Associates first reported a position in MORN in Q4 2025 and has held it in 2 quarters since. The position peaked at $277K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Waddell & Associates held 1,470 shares of Morningstar worth $229K as of Q2 2026.
  • Morningstar was a new Waddell & Associates position in Q2 2026.
  • Morningstar made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #481 holding.
  • Waddell & Associates first reported a position in Morningstar in Q4 2025 and has held it in 2 quarters since.
  • Waddell & Associates's Morningstar position peaked at $277K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.