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Yousif Capital Management’s Morningstar MORN Stock Holding History

Yousif Capital Management’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 		$950K Sell
6,087
-650
-10% -$113K 0.01% 1084
2026
Q1 		$1.14M Sell
6,737
-613
-8% -$114K 0.01% 982
2025
Q4 		$1.52M Sell
7,350
-301
-4% -$65.2K 0.02% 857
2025
Q3 		$1.78M Sell
7,651
-1,310
-15% -$349K 0.02% 790
2025
Q2 		$2.81M Sell
8,961
-326
-4% -$96.5K 0.03% 553
2025
Q1 		$2.78M Sell
9,287
-200
-2% -$63K 0.03% 535
2024
Q4 		$3.19M Sell
9,487
-394
-4% -$135K 0.04% 489
2024
Q3 		$3.15M Sell
9,881
-1,046
-10% -$325K 0.03% 517
2024
Q2 		$3.23M Sell
10,927
-944
-8% -$279K 0.04% 502
2024
Q1 		$3.66M Sell
11,871
-232
-2% -$66.8K 0.04% 472
2023
Q4 		$3.46M Sell
12,103
-102
-0.8% -$26.6K 0.04% 493
2023
Q3 		$2.86M Buy
+12,205
New +$2.76M 0.04% 551

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Yousif Capital Management's MORN Position: Q2 2026 in Review

Yousif Capital Management reduced its Morningstar (MORN) stake by 9.6% in Q2 2026, selling an estimated $113K and leaving 6,087 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #1084.

Yousif Capital Management first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.66M in Q1 2024. 60 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Yousif Capital Management held 6,087 shares of Morningstar worth $950K as of Q2 2026.
  • Yousif Capital Management sold 650 Morningstar shares in Q2 2026, an estimated $113K.
  • Morningstar made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1084 holding.
  • Yousif Capital Management first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
  • Yousif Capital Management's Morningstar position peaked at $3.66M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.