Arax Advisory Partners’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
8,810
+8,346
+1,799% +$1.45M 0.01% 1037
2026
Q1
$78.4K Buy
464
+312
+205% +$58K ﹤0.01% 1498
2025
Q4
$33K Sell
152
-6,088
-98% -$1.32M ﹤0.01% 1844
2025
Q3
$1.45M Buy
6,240
+6,067
+3,507% +$1.62M 0.02% 538
2025
Q2
$54.3K Buy
173
+116
+204% +$34.3K ﹤0.01% 1196
2025
Q1
$17.1K Buy
57
+40
+235% +$12.6K ﹤0.01% 1369
2024
Q4
$5.72K Sell
17
-7
-29% -$2.39K ﹤0.01% 1690
2024
Q3
$7.66K Buy
24
+16
+200% +$4.97K ﹤0.01% 1525
2024
Q2
$2.37K Buy
8
+5
+167% +$1.48K ﹤0.01% 1907
2024
Q1
$926 Hold
3
﹤0.01% 1164
2023
Q4
$859 Buy
3
+2
+200% +$521 ﹤0.01% 1150
2023
Q3
$235 Sell
1
-3
-75% -$677 ﹤0.01% 1278
2023
Q2
$785 Buy
4
+2
+100% +$396 ﹤0.01% 1143
2023
Q1
$407 Hold
2
﹤0.01% 1215
2022
Q4
$433 Buy
+2
New +$456 ﹤0.01% 1195
2022
Q2
Sell
-11
Closed -$3K 1208
2022
Q1
$3K Buy
+11
New +$3.11K ﹤0.01% 889

Other funds holding MORN

Arax Advisory Partners's MORN Position: Q2 2026 in Review

Arax Advisory Partners increased its Morningstar (MORN) stake by 1,799% in Q2 2026, buying an estimated $1.45M and bringing the position to 8,810 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1037.

Arax Advisory Partners first reported a position in MORN in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Arax Advisory Partners held 8,810 shares of Morningstar worth $1.37M as of Q2 2026.
  • Arax Advisory Partners bought 8,346 Morningstar shares in Q2 2026, an estimated $1.45M.
  • Morningstar made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1037 holding.
  • Arax Advisory Partners first reported a position in Morningstar in Q1 2022 and has held it in 16 quarters since.
  • Arax Advisory Partners's Morningstar position peaked at $1.45M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.