XT
MORN icon

XTX Topco’s Morningstar MORN Stock Holding History

XTX Topco’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 		$5.09M Buy
32,638
+11,286
+53% +$1.96M 0.07% 377
2026
Q1 		$3.61M Sell
21,352
-8,760
-29% -$1.63M 0.06% 457
2025
Q4 		$6.54M Buy
30,112
+27,392
+1,007% +$5.93M 0.17% 69
2025
Q3 		$631K Sell
2,720
-770
-22% -$205K 0.03% 899
2025
Q2 		$1.1M Sell
3,490
-3,068
-47% -$908K 0.05% 608
2025
Q1 		$1.97M Buy
6,558
+5,798
+763% +$1.83M 0.1% 263
2024
Q4 		$256K Sell
760
-1,539
-67% -$525K 0.02% 1352
2024
Q3 		$734K Buy
2,299
+1,023
+80% +$318K 0.05% 572
2024
Q2 		$378K Buy
1,276
+161
+14% +$47.7K 0.03% 821
2024
Q1 		$344K Buy
+1,115
New +$321K 0.05% 730
2023
Q1 		– Sell
-1,674
Closed -$363K – 1521
2022
Q4 		$363K Buy
+1,674
New +$382K 0.08% 460
2021
Q2 		– Sell
-1,163
Closed -$262K – 986
2021
Q1 		$262K Buy
+1,163
New +$273K 0.13% 353

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

XTX Topco's MORN Position: Q2 2026 in Review

XTX Topco increased its Morningstar (MORN) stake by 53% in Q2 2026, buying an estimated $1.96M and bringing the position to 32,638 shares worth $5.09M. The position accounts for 0.07% of the portfolio, ranked #377.

XTX Topco first reported a position in MORN in Q1 2021 and has held it in 12 quarters since. The position peaked at $6.54M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • XTX Topco held 32,638 shares of Morningstar worth $5.09M as of Q2 2026.
  • XTX Topco bought 11,286 Morningstar shares in Q2 2026, an estimated $1.96M.
  • Morningstar made up 0.07% of XTX Topco's portfolio in Q2 2026, its #377 holding.
  • XTX Topco first reported a position in Morningstar in Q1 2021 and has held it in 12 quarters since.
  • XTX Topco's Morningstar position peaked at $6.54M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.