Y-Intercept (HK)’s Morningstar MORN Stock Holding History

Y-Intercept (HK)’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	$4.12M	Buy	26,415 +16,832	+176%	+$2.93M	0.08%	344
2026 Q1	$1.62M	Buy	9,583 +4,926	+106%	+$915K	0.03%	810
2025 Q4	$1.01M	Sell	4,657 -7,480	-62%	-$1.62M	0.02%	975
2025 Q3	$2.82M	Buy	12,137 +2,083	+21%	+$555K	0.07%	432
2025 Q2	$3.16M	Buy	10,054 +8,306	+475%	+$2.46M	0.08%	394
2025 Q1	$524K	Buy	+1,748	New	+$550K	0.04%	681
2024 Q2	–	Sell	-1,836	Closed	-$566K	–	1719
2024 Q1	$566K	Buy	+1,836	New	+$529K	0.04%	651
2022 Q4	–	Sell	-1,929	Closed	-$410K	–	1220
2022 Q3	$410K	Buy	+1,929	New	+$459K	0.04%	611
2021 Q4	–	Sell	-967	Closed	-$250K	–	769
2021 Q3	$250K	Buy	+967	New	+$254K	0.05%	524
2021 Q2	–	Sell	-1,015	Closed	-$231K	–	790
2021 Q1	$231K	Buy	+1,015	New	+$238K	0.06%	508

Other funds holding MORN

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return