BJL
MORN icon

Brighton Jones LLC’s Morningstar MORN Stock Holding History

Brighton Jones 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 		$819K Buy
5,249
+3,456
+193% +$601K 0.02% 585
2026
Q1 		$303K Buy
+1,793
New +$333K 0.01% 928
2025
Q4 		– Sell
-1,680
Closed -$390K – 610
2025
Q3 		$390K Buy
1,680
+492
+41% +$131K 0.01% 713
2025
Q2 		$373K Buy
+1,188
New +$352K 0.01% 641

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

Brighton Jones LLC's MORN Position: Q2 2026 in Review

Brighton Jones LLC increased its Morningstar (MORN) stake by 193% in Q2 2026, buying an estimated $601K and bringing the position to 5,249 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #585.

Brighton Jones LLC first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Brighton Jones LLC held 5,249 shares of Morningstar worth $819K as of Q2 2026.
  • Brighton Jones LLC bought 3,456 Morningstar shares in Q2 2026, an estimated $601K.
  • Morningstar made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #585 holding.
  • Brighton Jones LLC first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.