APW
MORN icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return