WorldQuant Millennium Advisors
MORN icon

WorldQuant Millennium Advisors’s Morningstar MORN Stock Holding History

WorldQuant Millennium 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
Q2 		$2.48M Sell
15,895
-19,857
-56% -$3.45M 0.01% 487
2026
Q1 		$6.04M Buy
35,752
+7,627
+27% +$1.42M 0.02% 316
2025
Q4 		$6.11M Buy
28,125
+16,537
+143% +$3.58M 0.02% 308
2025
Q3 		$2.69M Buy
11,588
+8,769
+311% +$2.34M 0.01% 351
2025
Q2 		$885K Buy
+2,819
New +$835K ﹤0.01% 407

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WorldQuant Millennium Advisors's MORN Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its Morningstar (MORN) stake by 56% in Q2 2026, selling an estimated $3.45M and leaving 15,895 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #487.

WorldQuant Millennium Advisors first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.11M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • WorldQuant Millennium Advisors held 15,895 shares of Morningstar worth $2.48M as of Q2 2026.
  • WorldQuant Millennium Advisors sold 19,857 Morningstar shares in Q2 2026, an estimated $3.45M.
  • Morningstar made up 0.01% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #487 holding.
  • WorldQuant Millennium Advisors first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • WorldQuant Millennium Advisors's Morningstar position peaked at $6.11M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.