WT
MORN icon

Whittier Trust’s Morningstar MORN Stock Holding History

Whittier Trust’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
-130
Closed -$28K – 1399
2025
Q4 		$28K Sell
130
-225
-63% -$48.7K ﹤0.01% 967
2025
Q3 		$80.3K Hold
355
– – ﹤0.01% 750
2025
Q2 		$111K Hold
355
– – ﹤0.01% 769
2025
Q1 		$106K Buy
355
+84
+31% +$26.5K ﹤0.01% 768
2024
Q4 		$91.3K Buy
271
+106
+64% +$36.2K ﹤0.01% 816
2024
Q3 		$52.7K Hold
165
– – ﹤0.01% 912
2024
Q2 		$48.8K Buy
165
+14
+9% +$4.14K ﹤0.01% 915
2024
Q1 		$46.6K Hold
151
– – ﹤0.01% 953
2023
Q4 		$43.2K Sell
151
-90
-37% -$23.4K ﹤0.01% 950
2023
Q3 		$56.4K Hold
241
– – ﹤0.01% 901
2023
Q2 		$47.3K Hold
241
– – ﹤0.01% 942
2023
Q1 		$48.9K Buy
241
+100
+71% +$22K ﹤0.01% 966
2022
Q4 		$30.5K Buy
141
+61
+76% +$13.9K ﹤0.01% 1060
2022
Q3 		$17K Hold
80
– – ﹤0.01% 1230
2022
Q2 		$19K Hold
80
– – ﹤0.01% 1186
2022
Q1 		$22K Buy
80
+24
+43% +$6.78K ﹤0.01% 1186
2021
Q4 		$19K Hold
56
– – ﹤0.01% 1197
2021
Q3 		$15K Hold
56
– – ﹤0.01% 1184
2021
Q2 		$14K Hold
56
– – ﹤0.01% 1216
2021
Q1 		$13K Buy
+56
New +$13.1K ﹤0.01% 1209
2017
Q2 		– Sell
-55
Closed -$4K – 1299
2017
Q1 		$4K Buy
+55
New +$4.28K ﹤0.01% 1190
2015
Q2 		– Sell
-284
Closed -$21K – 1255
2015
Q1 		$21K Buy
+284
New +$20.1K ﹤0.01% 871

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

Whittier Trust's MORN Position: Q1 2026 in Review

Whittier Trust sold out of Morningstar (MORN) in Q1 2026, closing a stake of 130 shares — an estimated $28K sold.

Whittier Trust first reported a position in MORN in Q1 2015 and held it in 22 quarters. The position peaked at $111K in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Whittier Trust reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 130 Morningstar shares in Q1 2026, an estimated $28K.
  • Whittier Trust first reported a position in Morningstar in Q1 2015 and held it in 22 quarters.
  • Whittier Trust's Morningstar position peaked at $111K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.