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Advisornet Financial’s Morningstar MORN Stock Holding History

Advisornet Financial’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 		$156 Buy
+1
New +$174 ﹤0.01% 2184
2026
Q1 		– Sell
-17
Closed -$3.69K – 2323
2025
Q4 		$3.69K Buy
17
+9
+113% +$1.95K ﹤0.01% 1794
2025
Q3 		$1.86K Sell
8
-4
-33% -$1.07K ﹤0.01% 1881
2025
Q2 		$3.77K Buy
12
+4
+50% +$1.18K ﹤0.01% 1737
2025
Q1 		$2.4K Buy
8
+3
+60% +$945 ﹤0.01% 1756
2024
Q4 		$1.68K Buy
+5
New +$1.71K ﹤0.01% 1637
2024
Q3 		– Sell
-2
Closed -$592 – 2244
2024
Q2 		$592 Buy
+2
New +$592 ﹤0.01% 1922
2024
Q1 		– Sell
-91
Closed -$26K – 2342
2023
Q4 		$26K Hold
91
– – ﹤0.01% 1004
2023
Q3 		$21.3K Hold
91
– – ﹤0.01% 1012
2023
Q2 		$17.8K Sell
91
-10
-10% -$1.98K ﹤0.01% 1134
2023
Q1 		$20.5K Sell
101
-1
-1% -$220 ﹤0.01% 1069
2022
Q4 		$22.1K Buy
102
+11
+12% +$2.51K ﹤0.01% 1026
2022
Q3 		$19K Hold
91
– – ﹤0.01% 1120
2022
Q2 		$22K Sell
91
-14
-13% -$3.53K ﹤0.01% 1097
2022
Q1 		$29K Sell
105
-5
-5% -$1.41K ﹤0.01% 1137
2021
Q4 		$38K Buy
110
+19
+21% +$5.88K ﹤0.01% 1104
2021
Q3 		$24K Hold
91
– – ﹤0.01% 1207
2021
Q2 		$23K Hold
91
– – ﹤0.01% 1188
2021
Q1 		$20K Hold
91
– – ﹤0.01% 1195
2020
Q4 		$21K Hold
91
– – ﹤0.01% 1117
2020
Q3 		$15K Hold
91
– – ﹤0.01% 1173
2020
Q2 		$13K Hold
91
– – ﹤0.01% 1231
2020
Q1 		$11K Hold
91
– – ﹤0.01% 1246
2019
Q4 		$14K Hold
91
– – ﹤0.01% 1292
2019
Q3 		$13K Hold
91
– – ﹤0.01% 1310
2019
Q2 		$13K Buy
+91
New +$12.6K ﹤0.01% 1164

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

Advisornet Financial's MORN Position: Q2 2026 in Review

Advisornet Financial opened a new position in Morningstar (MORN) in Q2 2026: 1 share worth $156. The stake represents ﹤0.01% of the portfolio and ranks #2184 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in MORN as recently as Q4 2025.

Advisornet Financial first reported a position in MORN in Q2 2019 and has held it in 26 quarters since. The position peaked at $38K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Advisornet Financial held 1 share of Morningstar worth $156 as of Q2 2026.
  • Morningstar was a new Advisornet Financial position in Q2 2026.
  • Morningstar made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2184 holding.
  • Advisornet Financial first reported a position in Morningstar in Q2 2019 and has held it in 26 quarters since.
  • Advisornet Financial's Morningstar position peaked at $38K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.