Azzad Asset Management’s Morningstar MORN Stock Holding History

Azzad Asset 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	$1.84M	Buy	11,779 +10,338	+717%	+$1.8M	0.16%	167
2026 Q1	$244K	Sell	1,441 -32	-2%	-$5.95K	0.02%	317
2025 Q4	$320K	Buy	+1,473	New	+$319K	0.03%	304
2025 Q3	–	Sell	-8,683	Closed	-$2.73M	–	343
2025 Q2	$2.73M	Sell	8,683 -5	-0.1%	-$1.48K	0.29%	123
2025 Q1	$2.61M	Buy	+8,688	New	+$2.74M	0.31%	126
2024 Q4	–	Sell	-8,294	Closed	-$2.65M	–	254
2024 Q3	$2.65M	Sell	8,294 -695	-8%	-$216K	0.3%	133
2024 Q2	$2.66M	Sell	8,989 -3,656	-29%	-$1.08M	0.31%	118
2024 Q1	$3.9M	Sell	12,645 -2,358	-16%	-$679K	0.45%	70
2023 Q4	$4.29M	Sell	15,003 -1,397	-9%	-$364K	0.54%	41
2023 Q3	$3.84M	Buy	16,400 +929	+6%	+$210K	0.54%	47
2023 Q2	$3.03M	Buy	15,471 +4,600	+42%	+$911K	0.41%	72
2023 Q1	$2.21M	Buy	10,871 +620	+6%	+$136K	0.31%	117
2022 Q4	$2.22M	Buy	10,251 +483	+5%	+$110K	0.35%	108
2022 Q3	$2.07M	Buy	9,768 +40	+0.4%	+$9.51K	0.21%	162
2022 Q2	$2.35M	Buy	9,728 +77	+0.8%	+$19.4K	0.23%	144
2022 Q1	$2.64M	Buy	+9,651	New	+$2.73M	0.38%	88

Other funds holding MORN

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Azzad Asset Management's MORN Position: Q2 2026 in Review

Azzad Asset Management increased its Morningstar (MORN) stake by 717% in Q2 2026, buying an estimated $1.8M and bringing the position to 11,779 shares worth $1.84M. The position accounts for 0.16% of the portfolio, ranked #167.

Azzad Asset Management first reported a position in MORN in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.29M in Q4 2023. 129 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Azzad Asset Management held 11,779 shares of Morningstar worth $1.84M as of Q2 2026.
Azzad Asset Management bought 10,338 Morningstar shares in Q2 2026, an estimated $1.8M.
Morningstar made up 0.16% of Azzad Asset Management's portfolio in Q2 2026, its #167 holding.
Azzad Asset Management first reported a position in Morningstar in Q1 2022 and has held it in 16 quarters since.
Azzad Asset Management's Morningstar position peaked at $4.29M in Q4 2023.
129 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Azzad Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.