American Capital Advisory’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Other funds holding MORN
American Capital Advisory's MORN Position: Q2 2026 in Review
American Capital Advisory reduced its Morningstar (MORN) stake by 75% in Q2 2026, selling an estimated $521 and leaving 1 share worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1093.
American Capital Advisory first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. The position peaked at $677 in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- American Capital Advisory held 1 share of Morningstar worth $157 as of Q2 2026.
- American Capital Advisory sold 3 Morningstar shares in Q2 2026, an estimated $521.
- Morningstar made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1093 holding.
- American Capital Advisory first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
- American Capital Advisory's Morningstar position peaked at $677 in Q1 2026.
- 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.