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Bay Harbor Wealth Management’s Morningstar MORN Stock Holding History

Bay Harbor Wealth 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
Q1 		– Sell
-1
Closed -$217 – 1330
2025
Q4 		$217 Sell
1
-1
-50% -$217 ﹤0.01% 1105
2025
Q3 		$464 Sell
2
-1
-33% -$267 ﹤0.01% 758
2025
Q2 		$941 Buy
3
+2
+200% +$592 ﹤0.01% 465
2025
Q1 		$299 Buy
+1
New +$315 ﹤0.01% 552

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bay Harbor Wealth Management's MORN Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Morningstar (MORN) in Q1 2026, closing a stake of 1 share — an estimated $217 sold.

Bay Harbor Wealth Management first reported a position in MORN in Q1 2025 and held it in 4 quarters. The position peaked at $941 in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Morningstar share in Q1 2026, an estimated $217.
  • Bay Harbor Wealth Management first reported a position in Morningstar in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Morningstar position peaked at $941 in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.