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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group's MORN Position: Q1 2026 in Review

Wellington Management Group increased its Morningstar (MORN) stake by 46% in Q1 2026, buying an estimated $97.8M and bringing the position to 1,662,405 shares worth $281M. The position accounts for 0.05% of the portfolio, ranked #301.

Wellington Management Group first reported a position in MORN in Q4 2013 and has held it in 16 quarters since. The position peaked at $364M in Q4 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Wellington Management Group held 1,662,405 shares of Morningstar worth $281M as of Q1 2026.
  • Wellington Management Group bought 526,192 Morningstar shares in Q1 2026, an estimated $97.8M.
  • Morningstar made up 0.05% of Wellington Management Group's portfolio in Q1 2026, its #301 holding.
  • Wellington Management Group first reported a position in Morningstar in Q4 2013 and has held it in 16 quarters since.
  • Wellington Management Group's Morningstar position peaked at $364M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.