AssetMark Inc
MORN icon

AssetMark Inc’s Morningstar MORN Stock Holding History

AssetMark Inc’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 		$5.58K Sell
33
-1
-3% -$186 ﹤0.01% 2525
2025
Q4 		$7.39K Sell
34
-9
-21% -$1.95K ﹤0.01% 2332
2025
Q3 		$9.98K Buy
43
+40
+1,333% +$10.7K ﹤0.01% 2114
2025
Q2 		$942 Buy
+3
New +$888 ﹤0.01% 2624
2021
Q1 		– Sell
-8
Closed -$2K – 1461
2020
Q4 		$2K Buy
+8
New +$1.59K ﹤0.01% 1220
2020
Q3 		– Sell
-4,934
Closed -$696K – 1382
2020
Q2 		$696K Buy
4,934
+4,070
+471% +$575K 0.01% 355
2020
Q1 		$100K Buy
+864
New +$125K ﹤0.01% 576
2019
Q1 		– Sell
-614
Closed -$67K – 1458
2018
Q4 		$67K Buy
+614
New +$72K ﹤0.01% 634

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