BEI
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Benjamin Edwards Inc’s Morningstar MORN Stock Holding History

Benjamin Edwards Inc’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 		$5.23M Sell
33,499
-1,207
-3% -$210K 0.05% 342
2026
Q1 		$5.87M Buy
34,706
+29,992
+636% +$5.57M 0.06% 294
2025
Q4 		$1.02M Buy
4,714
+1,843
+64% +$399K 0.01% 704
2025
Q3 		$666K Buy
2,871
+674
+31% +$180K 0.01% 841
2025
Q2 		$690K Buy
2,197
+188
+9% +$55.7K 0.01% 746
2025
Q1 		$603K Buy
2,009
+309
+18% +$97.3K 0.01% 733
2024
Q4 		$573K Buy
1,700
+138
+9% +$47.1K 0.01% 780
2024
Q3 		$499K Buy
1,562
+667
+75% +$207K 0.01% 796
2024
Q2 		$265K Sell
895
-572
-39% -$169K 0.05% 310
2024
Q1 		$452K Buy
1,467
+415
+39% +$120K 0.09% 232
2023
Q4 		$301K Buy
1,052
+115
+12% +$30K 0.07% 255
2023
Q3 		$219K Buy
937
+270
+40% +$61K 0.05% 265
2023
Q2 		$131K Buy
667
+353
+112% +$69.9K 0.03% 343
2023
Q1 		$64K Buy
314
+191
+155% +$42K 0.02% 429
2022
Q4 		$27K Buy
+123
New +$28K 0.01% 470

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

Benjamin Edwards Inc's MORN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Morningstar (MORN) stake by 3.5% in Q2 2026, selling an estimated $210K and leaving 33,499 shares worth $5.23M. The position accounts for 0.05% of the portfolio, ranked #342.

Benjamin Edwards Inc first reported a position in MORN in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87M in Q1 2026. 416 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Benjamin Edwards Inc held 33,499 shares of Morningstar worth $5.23M as of Q2 2026.
  • Benjamin Edwards Inc sold 1,207 Morningstar shares in Q2 2026, an estimated $210K.
  • Morningstar made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #342 holding.
  • Benjamin Edwards Inc first reported a position in Morningstar in Q4 2022 and has held it in 15 quarters since.
  • Benjamin Edwards Inc's Morningstar position peaked at $5.87M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.