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Wasatch Advisors’s Morningstar MORN Stock Holding History

Wasatch Advisors’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
-336,065
Closed -$73M – 232
2025
Q4 		$73M Sell
336,065
-35,818
-10% -$7.76M 0.43% 72
2025
Q3 		$86.3M Sell
371,883
-272,916
-42% -$72.7M 0.46% 63
2025
Q2 		$202M Sell
644,799
-19,446
-3% -$5.76M 1.06% 34
2025
Q1 		$199M Sell
664,245
-25,909
-4% -$8.16M 1.11% 30
2024
Q4 		$232M Sell
690,154
-5,869
-0.8% -$2M 1.15% 30
2024
Q3 		$222M Buy
696,023
+85,098
+14% +$26.4M 1.09% 36
2024
Q2 		$181M Buy
610,925
+48,826
+9% +$14.5M 0.97% 38
2024
Q1 		$173M Buy
562,099
+28,164
+5% +$8.11M 0.91% 41
2023
Q4 		$153M Buy
533,935
+5,240
+1% +$1.37M 0.84% 46
2023
Q3 		$124M Buy
528,695
+20,434
+4% +$4.61M 0.78% 45
2023
Q2 		$99.7M Sell
508,261
-46,486
-8% -$9.2M 0.6% 54
2023
Q1 		$113M Sell
554,747
-84,162
-13% -$18.5M 0.7% 48
2022
Q4 		$138M Sell
638,909
-8,428
-1% -$1.92M 0.93% 37
2022
Q3 		$137M Sell
647,337
-50,578
-7% -$12M 0.96% 32
2022
Q2 		$169M Sell
697,915
-81,522
-10% -$20.5M 1.07% 26
2022
Q1 		$213M Sell
779,437
-26,266
-3% -$7.42M 1.05% 32
2021
Q4 		$276M Sell
805,703
-8,870
-1% -$2.75M 1.12% 32
2021
Q3 		$211M Buy
814,573
+467
+0.1% +$123K 0.86% 39
2021
Q2 		$209M Sell
814,106
-22,999
-3% -$5.58M 0.85% 41
2021
Q1 		$188M Sell
837,105
-4,612
-0.5% -$1.08M 0.85% 39
2020
Q4 		$195M Buy
841,717
+18,726
+2% +$3.72M 0.96% 38
2020
Q3 		$132M Buy
822,991
+176,136
+27% +$27.8M 0.84% 44
2020
Q2 		$91.2M Buy
+646,855
New +$91.3M 0.66% 53

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

Wasatch Advisors's MORN Position: Q1 2026 in Review

Wasatch Advisors sold out of Morningstar (MORN) in Q1 2026, closing a stake of 336,065 shares — an estimated $73M sold.

Wasatch Advisors first reported a position in MORN in Q2 2020 and held it in 23 quarters. The position peaked at $276M in Q4 2021. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Wasatch Advisors reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Wasatch Advisors sold 336,065 Morningstar shares in Q1 2026, an estimated $73M.
  • Wasatch Advisors first reported a position in Morningstar in Q2 2020 and held it in 23 quarters.
  • Wasatch Advisors's Morningstar position peaked at $276M in Q4 2021.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.