Rothwell Investment Advisors, LLC’s Morningstar MORN Stock Holding History

Rothwell Investment Advisors, 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	$45.1K	Buy	+237	New	+$45.9K	0.02%	449

Other funds holding MORN

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MORN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Morningstar (MORN) in Q3 2026: 237 shares worth $45.1K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings.

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

Rothwell Investment Advisors, LLC held 237 shares of Morningstar worth $45.1K as of Q3 2026.
Morningstar was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Morningstar made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #449 holding.
196 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.