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WPG Advisers’s Morningstar MORN Stock Holding History

WPG Advisers’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 		$24.8K Sell
159
-22
-12% -$3.82K 0.01% 491
2026
Q1 		$30.6K Sell
181
-4
-2% -$743 0.02% 388
2025
Q4 		$40.2K Buy
185
+49
+36% +$10.6K 0.03% 339
2025
Q3 		$31.6K Sell
136
-2
-1% -$533 0.02% 399
2025
Q2 		$43.3K Sell
138
-105
-43% -$31.1K 0.04% 311
2025
Q1 		$72.9K Sell
243
-2
-0.8% -$630 0.07% 201
2024
Q4 		$82.5K Buy
+245
New +$83.6K 0.08% 202

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

WPG Advisers's MORN Position: Q2 2026 in Review

WPG Advisers reduced its Morningstar (MORN) stake by 12% in Q2 2026, selling an estimated $3.82K and leaving 159 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #491.

WPG Advisers first reported a position in MORN in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.5K in Q4 2024. 193 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • WPG Advisers held 159 shares of Morningstar worth $24.8K as of Q2 2026.
  • WPG Advisers sold 22 Morningstar shares in Q2 2026, an estimated $3.82K.
  • Morningstar made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #491 holding.
  • WPG Advisers first reported a position in Morningstar in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Morningstar position peaked at $82.5K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.