Apeiron RIA’s Morningstar MORN Stock Holding History

Apeiron RIA’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 Q3	–	Sell	-11,767	Closed	-$433K	–	155
2026 Q2	$433K	Buy	+11,767	New	+$2.04M	0.11%	107

Other funds holding MORN

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Apeiron RIA's MORN Position: Q3 2026 in Review

Apeiron RIA sold out of Morningstar (MORN) in Q3 2026, closing a stake of 11,767 shares — an estimated $433K sold.

Apeiron RIA first reported a position in MORN in Q2 2026 and held it in 1 quarter. The position peaked at $433K in Q2 2026. 79 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

Apeiron RIA reported no remaining Morningstar position as of Q3 2026 after selling out during the quarter.
Apeiron RIA sold 11,767 Morningstar shares in Q3 2026, an estimated $433K.
Apeiron RIA first reported a position in Morningstar in Q2 2026 and held it in 1 quarter.
Apeiron RIA's Morningstar position peaked at $433K in Q2 2026.
79 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.