Superior Planning, LLC’s Morningstar MORN Stock Holding History

Superior Planning, LLC’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 Q3	$760	Buy	+4	New	+$774	﹤0.01%	1815

Other funds holding MORN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's MORN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Morningstar (MORN) in Q3 2026: 4 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings.

285 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

Superior Planning, LLC held 4 shares of Morningstar worth $760 as of Q3 2026.
Morningstar was a new Superior Planning, LLC position in Q3 2026.
Morningstar made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1815 holding.
285 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.