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MORGAN STANLEY MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
56
Latest value
$2.6M
Q2 2026
Peak value
$388.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $22.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $5K |
| Q3 2025 | $18.5M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.9M |
| Q3 2025 | $388.4M |
| Q3 2025 | $10.6M |
| Q3 2025 | $1.6M |
| Q3 2025 | $20K |
| Q3 2025 | $484 |
| Q3 2025 | $136K |
| Q3 2025 | $5.3M |
| Q4 2025 | $3.1M |
| Q4 2025 | $21.6M |
| Q4 2025 | $1.4M |
| Q4 2025 | $5K |
| Q4 2025 | $23.4M |
| Q4 2025 | $921K |
| Q4 2025 | $1.8M |
| Q4 2025 | $364.8M |
| Q4 2025 | $9.5M |
| Q4 2025 | $5.1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $128K |
| Q4 2025 | $1.8M |
| Q1 2026 | $4.3M |
| Q1 2026 | $15.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $6K |
| Q1 2026 | $23.2M |
| Q1 2026 | $810K |
| Q1 2026 | $1.4M |
| Q1 2026 | $224.8M |
| Q1 2026 | $14.3M |
| Q1 2026 | $4.4M |
| Q1 2026 | $1M |
| Q1 2026 | $275 |
| Q1 2026 | $99K |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.4M |
| Q2 2026 | $19K |
| Q2 2026 | $17.5M |
| Q2 2026 | $671K |
| Q2 2026 | $4K |
| Q2 2026 | $17.6M |
| Q2 2026 | $694K |
| Q2 2026 | $1.3M |
| Q2 2026 | $162.5M |
| Q2 2026 | $21.4M |
| Q2 2026 | $4.2M |
| Q2 2026 | $617K |
| Q2 2026 | $221 |
| Q2 2026 | $86K |
| Q2 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.6M | 16.5K | — | — |
| Q2 2026 | $86K | 552 | — | — |
| Q2 2026 | $221 | 1 | — | — |
| Q2 2026 | $617K | 4.0K | — | — |
| Q2 2026 | $4.2M | 26.7K | — | — |
| Q2 2026 | $21.4M | 137.0K | — | — |
| Q2 2026 | $162.5M | 1.04M | — | — |
| Q2 2026 | $1.3M | 8.1K | — | — |
| Q2 2026 | $694K | 4.4K | — | — |
| Q2 2026 | $17.6M | 112.8K | — | — |
| Q2 2026 | $4K | 23 | — | — |
| Q2 2026 | $671K | 4.3K | — | — |
| Q2 2026 | $17.5M | 112.3K | — | — |
| Q2 2026 | $19K | 119 | — | — |
| Q2 2026 | $2.4M | 15.5K | — | — |
| Q1 2026 | $1.9M | 11.3K | — | — |
| Q1 2026 | $99K | 585 | — | — |
| Q1 2026 | $275 | 1 | — | — |
| Q1 2026 | $1M | 6.1K | — | — |
| Q1 2026 | $4.4M | 26.1K | — | — |
| Q1 2026 | $14.3M | 84.3K | — | — |
| Q1 2026 | $224.8M | 1.33M | — | — |
| Q1 2026 | $1.4M | 8.1K | — | — |
| Q1 2026 | $810K | 4.8K | — | — |
| Q1 2026 | $23.2M | 136.9K | — | — |
| Q1 2026 | $6K | 36 | — | — |
| Q1 2026 | $1.1M | 6.6K | — | — |
| Q1 2026 | $15.2M | 90.1K | — | — |
| Q1 2026 | $4.3M | 25.6K | — | — |
| Q4 2025 | $1.8M | 8.4K | — | — |
| Q4 2025 | $128K | 591 | — | — |
| Q4 2025 | $2.4M | 11.2K | — | — |
| Q4 2025 | $5.1M | 23.4K | — | — |
| Q4 2025 | $9.5M | 43.7K | — | — |
| Q4 2025 | $364.8M | 1.68M | — | — |
| Q4 2025 | $1.8M | 8.1K | — | — |
| Q4 2025 | $921K | 4.2K | — | — |
| Q4 2025 | $23.4M | 107.7K | — | — |
| Q4 2025 | $5K | 23 | — | — |
| Q4 2025 | $1.4M | 6.5K | — | — |
| Q4 2025 | $21.6M | 99.3K | — | — |
| Q4 2025 | $3.1M | 14.3K | — | — |
| Q3 2025 | $5.3M | 23.0K | — | — |
| Q3 2025 | $136K | 585 | — | — |
| Q3 2025 | $484 | 2 | — | — |
| Q3 2025 | $20K | 88 | — | — |
| Q3 2025 | $1.6M | 7.1K | — | — |
| Q3 2025 | $10.6M | 45.7K | — | — |
| Q3 2025 | $388.4M | 1.67M | — | — |
| Q3 2025 | $1.9M | 8.1K | — | — |
| Q3 2025 | $1.4M | 6.0K | — | — |
| Q3 2025 | $18.5M | 79.8K | — | — |
| Q3 2025 | $5K | 23 | — | — |
| Q3 2025 | $1.4M | 6.1K | — | — |
| Q3 2025 | $22.4M | 96.6K | — | — |
| Q3 2025 | $2.7M | 11.6K | — | — |
Other funds holding MORN
$545.9M
$449.3M
$279.4M
$245.5M
$244.3M
$231.7M
$201.7M
$145.3M