Wasatch Advisors Inc

SEC CIK: 0000814133
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MORN holding history

Morningstar, Inc. in every 13F filed by Wasatch Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overview All 13F holders of MORN Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of MORN by Wasatch Advisors Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−336,065−100.0%	Sold out	Holders
Q4 2025	336,065	$73.0M	0.4%	−35,818−9.6%	Reduced	Holders
Q3 2025	371,883	$86.3M	0.5%	−272,916−42.3%	Reduced	Holders
Q2 2025	644,799	$202.4M	1.1%	−19,446−2.9%	Reduced	Holders
Q1 2025	664,245	$199.2M	1.1%	−25,909−3.8%	Reduced	Holders
Q4 2024	690,154	$232.4M	1.2%	−5,869−0.8%	Reduced	Holders
Q3 2024	696,023	$222.1M	1.1%	+85,098+13.9%	Added	Holders
Q2 2024	610,925	$180.7M	1.0%	+48,826+8.7%	Added	Holders
Q1 2024	562,099	$173.3M	0.9%	+28,164+5.3%	Added	Holders
Q4 2023	533,935	$152.8M	0.8%	+5,240+1.0%	Added	Holders
Q3 2023	528,695	$123.8M	0.8%	+20,434+4.0%	Added	Holders
Q2 2023	508,261	$99.7M	0.6%	−46,486−8.4%	Reduced	Holders
Q1 2023	554,747	$112.6M	0.7%	−84,162−13.2%	Reduced	Holders
Q4 2022	638,909	$138.4M	0.9%	−8,428−1.3%	Reduced	Holders
Q3 2022	647,337	$137.4M	1.0%	−50,578−7.2%	Reduced	Holders
Q2 2022	697,915	$168.8M	1.1%	−81,522−10.5%	Reduced	Holders
Q1 2022	779,437	$212.9M	1.0%	−26,266−3.3%	Reduced	Holders
Q4 2021	805,703	$275.5M	1.1%	−8,870−1.1%	Reduced	Holders
Q3 2021	814,573	$211.0M	0.9%	+467+0.1%	Added	Holders
Q2 2021	814,106	$209.3M	0.8%	−22,999−2.7%	Reduced	Holders
Q1 2021	837,105	$188.4M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.