WG
MORN icon

Winton Group’s Morningstar MORN Stock Holding History

Winton 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 		– Sell
-30,067
Closed -$6.53M – 1292
2025
Q4 		$6.53M Buy
+30,067
New +$6.51M 0.23% 128
2025
Q3 		– Sell
-5,115
Closed -$1.61M – 919
2025
Q2 		$1.61M Buy
+5,115
New +$1.51M 0.08% 292
2021
Q4 		– Sell
-3,922
Closed -$1.02M – 1260
2021
Q3 		$1.02M Sell
3,922
-960
-20% -$252K 0.06% 495
2021
Q2 		$1.25M Buy
4,882
+27
+0.6% +$6.55K 0.07% 404
2021
Q1 		$1.09M Buy
4,855
+499
+11% +$117K 0.06% 407
2020
Q4 		$1.01M Sell
4,356
-4,231
-49% -$840K 0.07% 407
2020
Q3 		$1.38M Buy
8,587
+5,620
+189% +$888K 0.04% 679
2020
Q2 		$418K Sell
2,967
-15,702
-84% -$2.22M 0.01% 1222
2020
Q1 		$2.17M Sell
18,669
-1,576
-8% -$228K 0.06% 547
2019
Q4 		$3.06M Sell
20,245
-8,039
-28% -$1.23M 0.04% 640
2019
Q3 		$4.13M Buy
28,284
+20,557
+266% +$3.16M 0.05% 368
2019
Q2 		$1.12M Sell
7,727
-4,633
-37% -$639K 0.02% 385
2019
Q1 		$1.56M Buy
12,360
+7,209
+140% +$867K 0.03% 286
2018
Q4 		$566K Sell
5,151
-85
-2% -$9.96K 0.01% 452
2018
Q3 		$659K Buy
+5,236
New +$706K 0.01% 525

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

Winton Group's MORN Position: Q1 2026 in Review

Winton Group sold out of Morningstar (MORN) in Q1 2026, closing a stake of 30,067 shares — an estimated $6.53M sold.

Winton Group first reported a position in MORN in Q3 2018 and held it in 15 quarters. The position peaked at $6.53M in Q4 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Winton Group reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Winton Group sold 30,067 Morningstar shares in Q1 2026, an estimated $6.53M.
  • Winton Group first reported a position in Morningstar in Q3 2018 and held it in 15 quarters.
  • Winton Group's Morningstar position peaked at $6.53M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.