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Basecamp Wealth Advisors’s Morningstar MORN Stock Holding History

Basecamp Wealth Advisors’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 		$96.1K Sell
616
-3
-0.5% -$521 0.02% 399
2026
Q1 		$105K Sell
619
-2
-0.3% -$372 0.02% 386
2025
Q4 		$135K Buy
+621
New +$134K 0.03% 319

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

Basecamp Wealth Advisors's MORN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Morningstar (MORN) stake by 0.48% in Q2 2026, selling an estimated $521 and leaving 616 shares worth $96.1K. The position accounts for 0.02% of the portfolio, ranked #399.

Basecamp Wealth Advisors first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $135K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Basecamp Wealth Advisors held 616 shares of Morningstar worth $96.1K as of Q2 2026.
  • Basecamp Wealth Advisors sold 3 Morningstar shares in Q2 2026, an estimated $521.
  • Morningstar made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #399 holding.
  • Basecamp Wealth Advisors first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Morningstar position peaked at $135K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.