BFS
MORN icon

Bare Financial Services’s Morningstar MORN Stock Holding History

Bare Financial Services’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 		– Sell
-20
Closed -$3.38K – 1866
2026
Q1 		$3.38K Buy
+20
New +$3.72K ﹤0.01% 807
2025
Q4 		– Sell
-3
Closed -$696 – 1642
2025
Q3 		$696 Buy
3
+2
+200% +$533 ﹤0.01% 1128
2025
Q2 		$314 Hold
1
– – ﹤0.01% 1197
2025
Q1 		$300 Buy
+1
New +$315 ﹤0.01% 922

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

Bare Financial Services's MORN Position: Q2 2026 in Review

Bare Financial Services sold out of Morningstar (MORN) in Q2 2026, closing a stake of 20 shares — an estimated $3.38K sold.

Bare Financial Services first reported a position in MORN in Q1 2025 and held it in 4 quarters. The position peaked at $3.38K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Bare Financial Services reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 20 Morningstar shares in Q2 2026, an estimated $3.38K.
  • Bare Financial Services first reported a position in Morningstar in Q1 2025 and held it in 4 quarters.
  • Bare Financial Services's Morningstar position peaked at $3.38K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.