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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Y-Intercept (HK)'s MORN Position: Q2 2026 in Review

Y-Intercept (HK) increased its Morningstar (MORN) stake by 176% in Q2 2026, buying an estimated $2.93M and bringing the position to 26,415 shares worth $4.12M. The position accounts for 0.08% of the portfolio, ranked #344.

Y-Intercept (HK) first reported a position in MORN in Q1 2021 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Y-Intercept (HK) held 26,415 shares of Morningstar worth $4.12M as of Q2 2026.
Y-Intercept (HK) bought 16,832 Morningstar shares in Q2 2026, an estimated $2.93M.
Morningstar made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #344 holding.
Y-Intercept (HK) first reported a position in Morningstar in Q1 2021 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.