Bradley & Co Private Wealth Management’s Morningstar MORN Stock Holding History

Bradley & Co Private 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 Q2	$12.9K	Hold	83	–	–	0.01%	134
2026 Q1	$14K	Hold	83	–	–	0.01%	127
2025 Q4	$18K	Hold	83	–	–	0.01%	117
2025 Q3	$19.3K	Hold	83	–	–	0.01%	109
2025 Q2	$26.1K	Hold	83	–	–	0.02%	94
2025 Q1	$24.9K	Hold	83	–	–	0.02%	94
2024 Q4	$28K	Buy	+83	New	+$28.3K	0.02%	89
2024 Q2	$24.6K	Hold	83	–	–	0.02%	89
2024 Q1	$25.6K	Hold	83	–	–	0.02%	90
2023 Q4	$23.8K	Hold	83	–	–	0.02%	91
2023 Q3	$19.4K	Hold	83	–	–	0.02%	95
2023 Q2	$16.3K	Hold	83	–	–	0.02%	106
2023 Q1	$16.9K	Hold	83	–	–	0.02%	107
2022 Q4	$18K	Hold	83	–	–	0.02%	101
2022 Q3	$18K	Hold	83	–	–	0.02%	101
2022 Q2	$20K	Hold	83	–	–	0.02%	113
2022 Q1	$23K	Hold	83	–	–	0.02%	109
2021 Q4	$28K	Hold	83	–	–	0.02%	110
2021 Q3	$21K	Hold	83	–	–	0.02%	121
2021 Q2	$21K	Hold	83	–	–	0.02%	126
2021 Q1	$19K	Buy	+83	New	+$19.5K	0.02%	128

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

Bradley & Co Private Wealth Management's MORN Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Morningstar (MORN) position steady in Q2 2026 at 83 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #134.

Bradley & Co Private Wealth Management first reported a position in MORN in Q1 2021 and has held it in 21 quarters since. The position peaked at $28K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Bradley & Co Private Wealth Management held 83 shares of Morningstar worth $12.9K as of Q2 2026.
Bradley & Co Private Wealth Management left its Morningstar share count unchanged in Q2 2026.
Morningstar made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #134 holding.
Bradley & Co Private Wealth Management first reported a position in Morningstar in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's Morningstar position peaked at $28K in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.