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MORN icon

Avion Wealth’s Morningstar MORN Stock Holding History

Avion 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 		$0 Sell
3
-20
-87% -$3.48K ﹤0.01% 1619
2026
Q1 		$3K Buy
23
+2
+10% +$372 ﹤0.01% 797
2025
Q4 		$4K Buy
21
+15
+250% +$3.25K ﹤0.01% 712
2025
Q3 		$1K Buy
6
+4
+200% +$1.07K ﹤0.01% 1057
2025
Q2 		$0 Buy
+2
New +$592 ﹤0.01% 1444

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's MORN Position: Q2 2026 in Review

Avion Wealth reduced its Morningstar (MORN) stake by 87% in Q2 2026, selling an estimated $3.48K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Avion Wealth first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $4K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Avion Wealth held 3 shares of Morningstar worth $0 as of Q2 2026.
  • Avion Wealth sold 20 Morningstar shares in Q2 2026, an estimated $3.48K.
  • Morningstar made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1619 holding.
  • Avion Wealth first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Avion Wealth's Morningstar position peaked at $4K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.