AWAU
MORN icon

Alliance Wealth Advisors (Utah)’s Morningstar MORN Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-1,623
Closed -$274K – 246
2026
Q1 		$274K Sell
1,623
-623
-28% -$116K 0.06% 203
2025
Q4 		$488K Sell
2,246
-2,222
-50% -$481K 0.11% 167
2025
Q3 		$1.04M Sell
4,468
-233
-5% -$62.1K 0.24% 117
2025
Q2 		$1.48M Sell
4,701
-118
-2% -$34.9K 0.35% 78
2025
Q1 		$1.45M Buy
4,819
+26
+0.5% +$8.19K 0.38% 79
2024
Q4 		$1.61M Buy
4,793
+91
+2% +$31.1K 0.42% 73
2024
Q3 		$1.5M Buy
4,702
+84
+2% +$26.1K 0.39% 74
2024
Q2 		$1.37M Buy
4,618
+135
+3% +$40K 0.4% 69
2024
Q1 		$1.38M Buy
4,483
+1,942
+76% +$559K 0.41% 67
2023
Q4 		$727K Buy
2,541
+51
+2% +$13.3K 0.24% 98
2023
Q3 		$583K Buy
2,490
+13
+0.5% +$2.94K 0.22% 106
2023
Q2 		$486K Buy
2,477
+697
+39% +$138K 0.18% 125
2023
Q1 		$361K Buy
1,780
+52
+3% +$11.4K 0.15% 150
2022
Q4 		$374K Buy
+1,728
New +$394K 0.17% 135

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

Alliance Wealth Advisors (Utah)'s MORN Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Morningstar (MORN) in Q2 2026, closing a stake of 1,623 shares — an estimated $274K sold.

Alliance Wealth Advisors (Utah) first reported a position in MORN in Q4 2022 and held it in 14 quarters. The position peaked at $1.61M in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,623 Morningstar shares in Q2 2026, an estimated $274K.
  • Alliance Wealth Advisors (Utah) first reported a position in Morningstar in Q4 2022 and held it in 14 quarters.
  • Alliance Wealth Advisors (Utah)'s Morningstar position peaked at $1.61M in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.