Wellington Management Group
MORN icon

Wellington Management Group’s Morningstar MORN Stock Holding History

Wellington Management Group’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 		$233M Sell
1,493,037
-169,368
-10% -$29.4M 0.04% 355
2026
Q1 		$281M Buy
1,662,405
+526,192
+46% +$97.8M 0.05% 301
2025
Q4 		$247M Buy
1,136,213
+523,387
+85% +$113M 0.04% 337
2025
Q3 		$142M Sell
612,826
-168,015
-22% -$44.8M 0.02% 464
2025
Q2 		$245M Sell
780,841
-298,964
-28% -$88.5M 0.04% 316
2025
Q1 		$324M Sell
1,079,805
-794
-0.1% -$250K 0.06% 249
2024
Q4 		$364M Buy
1,080,599
+130,087
+14% +$44.4M 0.07% 240
2024
Q3 		$303M Buy
950,512
+5,158
+0.5% +$1.6M 0.05% 301
2024
Q2 		$280M Buy
945,354
+155,313
+20% +$46M 0.05% 313
2024
Q1 		$244M Buy
790,041
+280,555
+55% +$80.8M 0.04% 355
2023
Q4 		$146M Buy
509,486
+160,281
+46% +$41.8M 0.03% 471
2023
Q3 		$81.8M Buy
+349,205
New +$78.8M 0.02% 581
2022
Q2 		– Sell
-2,090
Closed -$571K – 2151
2022
Q1 		$571K Buy
+2,090
New +$591K ﹤0.01% 1880
2021
Q3 		– Sell
-1,831
Closed -$471K – 2222
2021
Q2 		$471K Buy
+1,831
New +$444K ﹤0.01% 1936
2016
Q4 		– Sell
-3,488
Closed -$276K – 2237
2016
Q3 		$276K Buy
+3,488
New +$287K ﹤0.01% 2095
2014
Q2 		– Sell
-6,095
Closed -$482K – 2202
2014
Q1 		$482K Sell
6,095
-108,426
-95% -$8.63M ﹤0.01% 1990
2013
Q4 		$8.94M Buy
+114,521
New +$9.11M ﹤0.01% 1277

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
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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Wellington Management Group's MORN Position: Q2 2026 in Review

Wellington Management Group reduced its Morningstar (MORN) stake by 10% in Q2 2026, selling an estimated $29.4M and leaving 1,493,037 shares worth $233M. The position accounts for 0.04% of the portfolio, ranked #355.

Wellington Management Group first reported a position in MORN in Q4 2013 and has held it in 17 quarters since. The position peaked at $364M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Wellington Management Group held 1,493,037 shares of Morningstar worth $233M as of Q2 2026.
  • Wellington Management Group sold 169,368 Morningstar shares in Q2 2026, an estimated $29.4M.
  • Morningstar made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #355 holding.
  • Wellington Management Group first reported a position in Morningstar in Q4 2013 and has held it in 17 quarters since.
  • Wellington Management Group's Morningstar position peaked at $364M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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