BHWM
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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

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VPM
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VCM
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