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Bell Investment Advisors’s Morningstar MORN Stock Holding History

Bell Investment 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 		$8.89K Sell
57
-8
-12% -$1.39K ﹤0.01% 748
2026
Q1 		$11K Sell
65
-2
-3% -$372 ﹤0.01% 640
2025
Q4 		$14.6K Sell
67
-12
-15% -$2.6K ﹤0.01% 559
2025
Q3 		$18.3K Sell
79
-2
-2% -$533 ﹤0.01% 432
2025
Q2 		$25.4K Buy
81
+2
+3% +$592 ﹤0.01% 364
2025
Q1 		$23.7K Hold
79
– – ﹤0.01% 345
2024
Q4 		$26.6K Hold
79
– – 0.01% 323
2024
Q3 		$25.2K Hold
79
– – ﹤0.01% 346
2024
Q2 		$23.4K Hold
79
– – ﹤0.01% 365
2024
Q1 		$24.4K Hold
79
– – ﹤0.01% 341
2023
Q4 		$22.6K Buy
79
+5
+7% +$1.3K ﹤0.01% 331
2023
Q3 		$17.3K Sell
74
-2
-3% -$452 ﹤0.01% 351
2023
Q2 		$14.9K Hold
76
– – ﹤0.01% 378
2023
Q1 		$15.4K Sell
76
-9
-11% -$1.98K ﹤0.01% 359
2022
Q4 		$18.4K Sell
85
-2
-2% -$456 ﹤0.01% 317
2022
Q3 		$18K Sell
87
-3
-3% -$713 0.01% 280
2022
Q2 		$22K Buy
+90
New +$22.7K 0.01% 246
2021
Q4 		$35K Buy
102
+12
+13% +$3.71K 0.01% 201
2021
Q3 		$23K Buy
+90
New +$23.6K 0.01% 257

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

Bell Investment Advisors's MORN Position: Q2 2026 in Review

Bell Investment Advisors reduced its Morningstar (MORN) stake by 12% in Q2 2026, selling an estimated $1.39K and leaving 57 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Bell Investment Advisors first reported a position in MORN in Q3 2021 and has held it in 19 quarters since. The position peaked at $35K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Bell Investment Advisors held 57 shares of Morningstar worth $8.89K as of Q2 2026.
  • Bell Investment Advisors sold 8 Morningstar shares in Q2 2026, an estimated $1.39K.
  • Morningstar made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #748 holding.
  • Bell Investment Advisors first reported a position in Morningstar in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Morningstar position peaked at $35K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.