Angeles Wealth Management’s Morningstar MORN Stock Holding History

Angeles 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 Q1	–	Sell	-929	Closed	-$202K	–	544
2025 Q4	$202K	Buy	929 +2	+0.2%	+$433	0.01%	368
2025 Q3	$215K	Buy	927 +1	+0.1%	+$267	0.01%	316
2025 Q2	$291K	Hold	926	–	–	0.02%	263
2025 Q1	$278K	Buy	926 +1	+0.1%	+$315	0.02%	230
2024 Q4	$312K	Hold	925	–	–	0.03%	204
2024 Q3	$295K	Buy	+925	New	+$287K	0.03%	207

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Angeles Wealth Management's MORN Position: Q1 2026 in Review

Angeles Wealth Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 929 shares — an estimated $202K sold.

Angeles Wealth Management first reported a position in MORN in Q3 2024 and held it in 6 quarters. The position peaked at $312K in Q4 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Angeles Wealth Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
Angeles Wealth Management sold 929 Morningstar shares in Q1 2026, an estimated $202K.
Angeles Wealth Management first reported a position in Morningstar in Q3 2024 and held it in 6 quarters.
Angeles Wealth Management's Morningstar position peaked at $312K in Q4 2024.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.