BWS
MORN icon

Buck Wealth Strategies’s Morningstar MORN Stock Holding History

Buck Wealth Strategies’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 		$7.02K Buy
+45
New +$7.82K ﹤0.01% 666

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Buck Wealth Strategies's MORN Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Morningstar (MORN) in Q2 2026: 45 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

210 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Buck Wealth Strategies held 45 shares of Morningstar worth $7.02K as of Q2 2026.
  • Morningstar was a new Buck Wealth Strategies position in Q2 2026.
  • Morningstar made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #666 holding.
  • 210 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.