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Aaron Wealth Advisors’s Morningstar MORN Stock Holding History

Aaron Wealth Advisors’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 		– Sell
-2,102
Closed -$328K – 734
2026
Q2 		$328K Sell
2,102
-1,221
-37% -$212K 0.02% 551
2026
Q1 		$562K Buy
3,323
+1,121
+51% +$208K 0.03% 365
2025
Q4 		$479K Buy
+2,202
New +$477K 0.03% 450

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Aaron Wealth Advisors's MORN Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Morningstar (MORN) in Q3 2026, closing a stake of 2,102 shares — an estimated $328K sold.

Aaron Wealth Advisors first reported a position in MORN in Q4 2025 and held it in 3 quarters. The position peaked at $562K in Q1 2026. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Morningstar position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,102 Morningstar shares in Q3 2026, an estimated $328K.
  • Aaron Wealth Advisors first reported a position in Morningstar in Q4 2025 and held it in 3 quarters.
  • Aaron Wealth Advisors's Morningstar position peaked at $562K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.