AR
MORN icon

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
Q2 		$433K Buy
+11,767
New +$2.04M 0.11% 107

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Apeiron RIA's MORN Position: Q2 2026 in Review

Apeiron RIA opened a new position in Morningstar (MORN) in Q2 2026: 11,767 shares worth $433K. The stake represents 0.11% of the portfolio and ranks #107 among its holdings.

56 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Apeiron RIA held 11,767 shares of Morningstar worth $433K as of Q2 2026.
  • Morningstar was a new Apeiron RIA position in Q2 2026.
  • Morningstar made up 0.11% of Apeiron RIA's portfolio in Q2 2026, its #107 holding.
  • 56 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.