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Barlow Wealth Partners’s Morningstar MORN Stock Holding History

Barlow Wealth Partners’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 		$9.51M Sell
57,602
-118
-0.2% -$20.5K 1.03% 31
2026
Q1 		$10.6M Buy
57,720
+2,187
+4% +$406K 1.18% 30
2025
Q4 		$12M Sell
55,533
-1,942
-3% -$421K 1.3% 31
2025
Q3 		$12.6M Buy
57,475
+8,403
+17% +$2.24M 1.41% 31
2025
Q2 		$15.2M Buy
49,072
+12,350
+34% +$3.66M 1.82% 26
2025
Q1 		$10.3M Buy
36,722
+760
+2% +$239K 1.35% 33
2024
Q4 		$11.8M Buy
35,962
+1,818
+5% +$621K 1.49% 32
2024
Q3 		$10.7M Buy
34,144
+641
+2% +$199K 1.4% 34
2024
Q2 		$10.2M Buy
33,503
+585
+2% +$173K 1.41% 32
2024
Q1 		$10.1M Buy
32,918
+1,012
+3% +$292K 1.37% 36
2023
Q4 		$9.13M Buy
+31,906
New +$8.31M 1.3% 35

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return