Bogart Wealth LLC’s Morningstar MORN Stock Holding History

Bogart Wealth LLC’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	–	Sell	-9	Closed	-$1.52K	–	2061
2026 Q1	$1.52K	Buy	9 +5	+125%	+$929	﹤0.01%	1334
2025 Q4	$869	Buy	+4	New	+$866	﹤0.01%	1351

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's MORN Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Morningstar (MORN) in Q2 2026, closing a stake of 9 shares — an estimated $1.52K sold.

Bogart Wealth LLC first reported a position in MORN in Q4 2025 and held it in 2 quarters. The position peaked at $1.52K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Bogart Wealth LLC reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 9 Morningstar shares in Q2 2026, an estimated $1.52K.
Bogart Wealth LLC first reported a position in Morningstar in Q4 2025 and held it in 2 quarters.
Bogart Wealth LLC's Morningstar position peaked at $1.52K in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.