AWM
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Axxcess Wealth Management’s Morningstar MORN Stock Holding History

Axxcess Wealth Management’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 		$2.57M Buy
+16,454
New +$2.86M 0.04% 352

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Axxcess Wealth Management's MORN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Morningstar (MORN) in Q2 2026: 16,454 shares worth $2.57M. The stake represents 0.04% of the portfolio and ranks #352 among its holdings.

102 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Axxcess Wealth Management held 16,454 shares of Morningstar worth $2.57M as of Q2 2026.
  • Morningstar was a new Axxcess Wealth Management position in Q2 2026.
  • Morningstar made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #352 holding.
  • 102 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.