Walleye Capital
MORN icon

Walleye Capital’s Morningstar MORN Stock Holding History

Walleye Capital’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 		– Sell
-20,166
Closed -$3.41M – 5023
2026
Q1 		$3.41M Buy
+20,166
New +$3.75M 0.01% 1053
2024
Q4 		– Sell
-944
Closed -$301K – 5283
2024
Q3 		$301K Buy
+944
New +$293K ﹤0.01% 3720
2023
Q1 		– Sell
-2,157
Closed -$467K – 4209
2022
Q4 		$467K Buy
+2,157
New +$492K 0.01% 1498
2022
Q2 		– Sell
-1,901
Closed -$519K – 2577
2022
Q1 		$519K Buy
1,901
+521
+38% +$147K 0.01% 995
2021
Q4 		$472K Buy
+1,380
New +$427K 0.01% 1021

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

Walleye Capital's MORN Position: Q2 2026 in Review

Walleye Capital sold out of Morningstar (MORN) in Q2 2026, closing a stake of 20,166 shares — an estimated $3.41M sold.

Walleye Capital first reported a position in MORN in Q4 2021 and held it in 5 quarters. The position peaked at $3.41M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Walleye Capital reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Walleye Capital sold 20,166 Morningstar shares in Q2 2026, an estimated $3.41M.
  • Walleye Capital first reported a position in Morningstar in Q4 2021 and held it in 5 quarters.
  • Walleye Capital's Morningstar position peaked at $3.41M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.