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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

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

Barlow Wealth Partners's MORN Position: Q2 2026 in Review

Barlow Wealth Partners reduced its Morningstar (MORN) stake by 0.2% in Q2 2026, selling an estimated $20.5K and leaving 57,602 shares worth $9.51M. The position accounts for 1.03% of the portfolio, ranked #31.

Barlow Wealth Partners first reported a position in MORN in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Barlow Wealth Partners held 57,602 shares of Morningstar worth $9.51M as of Q2 2026.
  • Barlow Wealth Partners sold 118 Morningstar shares in Q2 2026, an estimated $20.5K.
  • Morningstar made up 1.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Barlow Wealth Partners first reported a position in Morningstar in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Morningstar position peaked at $15.2M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.