Advisors Preferred’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$707K Buy
+4,259
New +$740K 0.11% 116
2025
Q3
Sell
-1,168
Closed -$364K 275
2025
Q2
$364K Buy
+1,168
New +$346K 0.06% 143
2024
Q1
Sell
-9,336
Closed -$2.59M 246
2023
Q4
$2.59M Buy
+9,336
New +$2.43M 0.43% 49

Other funds holding MORN

Advisors Preferred's MORN Position: Q2 2026 in Review

Advisors Preferred opened a new position in Morningstar (MORN) in Q2 2026: 4,259 shares worth $707K. The stake represents 0.11% of the portfolio and ranks #116 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in MORN as recently as Q2 2025.

Advisors Preferred first reported a position in MORN in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.59M in Q4 2023. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Advisors Preferred held 4,259 shares of Morningstar worth $707K as of Q2 2026.
  • Morningstar was a new Advisors Preferred position in Q2 2026.
  • Morningstar made up 0.11% of Advisors Preferred's portfolio in Q2 2026, its #116 holding.
  • Advisors Preferred first reported a position in Morningstar in Q4 2023 and has held it in 3 quarters since.
  • Advisors Preferred's Morningstar position peaked at $2.59M in Q4 2023.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.