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Activest Wealth Management’s Morningstar MORN Stock Holding History

Activest Wealth Management’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
Q2 		$8.11K Buy
52
+46
+767% +$7.99K ﹤0.01% 621
2026
Q1 		$1.07K Sell
6
-50
-89% -$9.29K ﹤0.01% 1022
2025
Q4 		$12.2K Buy
+56
New +$12.1K ﹤0.01% 621
2025
Q3 		– Hold
0
– – – 1073
2025
Q2 		– Sell
-5
Closed -$1.48K – 970
2025
Q1 		$1.6K Buy
+5
New +$1.57K ﹤0.01% 695
2024
Q4 		– Hold
0
– – – 682
2024
Q3 		– Hold
0
– – – 519
2024
Q2 		– Hold
0
– – – 493
2024
Q1 		– Sell
-681
Closed -$196K – 356
2023
Q4 		$195K Buy
681
+1
+0.1% +$261 0.11% 47
2023
Q3 		$159K Buy
+680
New +$154K 0.1% 47

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Activest Wealth Management's MORN Position: Q2 2026 in Review

Activest Wealth Management increased its Morningstar (MORN) stake by 767% in Q2 2026, buying an estimated $7.99K and bringing the position to 52 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Activest Wealth Management first reported a position in MORN in Q3 2023 and has held it in 6 quarters since. The position peaked at $195K in Q4 2023. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Activest Wealth Management held 52 shares of Morningstar worth $8.11K as of Q2 2026.
  • Activest Wealth Management bought 46 Morningstar shares in Q2 2026, an estimated $7.99K.
  • Morningstar made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Activest Wealth Management first reported a position in Morningstar in Q3 2023 and has held it in 6 quarters since.
  • Activest Wealth Management's Morningstar position peaked at $195K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.