Atlantic Private Wealth’s Morningstar MORN Stock Holding History

Atlantic Private Wealth’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	$2.5K	Hold	16	–	–	﹤0.01%	204
2026 Q1	$2.71K	Hold	16	–	–	﹤0.01%	215
2025 Q4	$3.48K	Hold	16	–	–	﹤0.01%	219
2025 Q3	$3.71K	Hold	16	–	–	﹤0.01%	206
2025 Q2	$5.02K	Hold	16	–	–	﹤0.01%	191
2025 Q1	$4.8K	Hold	16	–	–	﹤0.01%	187
2024 Q4	$5.39K	Hold	16	–	–	﹤0.01%	179
2024 Q3	$5.11K	Hold	16	–	–	﹤0.01%	163
2024 Q2	$4.73K	Hold	16	–	–	﹤0.01%	89
2024 Q1	$4.93K	Hold	16	–	–	﹤0.01%	97
2023 Q4	$4.58K	Hold	16	–	–	﹤0.01%	91
2023 Q3	$3.75K	Hold	16	–	–	﹤0.01%	97
2023 Q2	$3.14K	Hold	16	–	–	﹤0.01%	90
2023 Q1	$3.25K	Buy	+16	New	+$3.52K	﹤0.01%	82

Other funds holding MORN

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlantic Private Wealth's MORN Position: Q2 2026 in Review

Atlantic Private Wealth held its Morningstar (MORN) position steady in Q2 2026 at 16 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Atlantic Private Wealth first reported a position in MORN in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.39K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Atlantic Private Wealth held 16 shares of Morningstar worth $2.5K as of Q2 2026.
Atlantic Private Wealth left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #204 holding.
Atlantic Private Wealth first reported a position in Morningstar in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's Morningstar position peaked at $5.39K in Q4 2024.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.