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Buckingham Strategic Wealth’s Morningstar MORN Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.49M Hold
5,022
– – 0.02% 276
2024
Q1 		$1.55M Sell
5,022
-8
-0.2% -$2.3K 0.02% 272
2023
Q4 		$1.44M Buy
5,030
+13
+0.3% +$3.39K 0.02% 276
2023
Q3 		$1.18M Sell
5,017
-1,207
-19% -$272K 0.02% 273
2023
Q2 		$1.22M Hold
6,224
– – 0.02% 268
2023
Q1 		$1.35M Hold
6,224
– – 0.02% 231
2022
Q4 		$1.35M Hold
6,224
– – 0.02% 232
2022
Q3 		$1.32M Hold
6,224
– – 0.03% 223
2022
Q2 		$1.5M Hold
6,224
– – 0.03% 210
2022
Q1 		$1.7M Sell
6,224
-19
-0.3% -$5.37K 0.03% 202
2021
Q4 		$2.13M Buy
6,243
+19
+0.3% +$5.88K 0.04% 171
2021
Q3 		$1.61M Hold
6,224
– – 0.03% 200
2021
Q2 		$1.6M Hold
6,224
– – 0.04% 197
2021
Q1 		$1.4M Sell
6,224
-18
-0.3% -$4.22K 0.07% 196
2020
Q4 		$1.45M Sell
6,242
-254
-4% -$50.5K 0.08% 185
2020
Q3 		$1.04M Buy
6,496
+71
+1% +$11.2K 0.08% 173
2020
Q2 		$906K Buy
6,425
+1,433
+29% +$202K 0.09% 160
2020
Q1 		$580K Sell
4,992
-126
-2% -$18.3K 0.06% 240
2019
Q4 		$774K Hold
5,118
– – 0.07% 194
2019
Q3 		$748K Hold
5,118
– – 0.08% 177
2019
Q2 		$740K Hold
5,118
– – 0.08% 185
2019
Q1 		$645K Sell
5,118
-124
-2% -$14.9K 0.08% 186
2018
Q4 		$576K Sell
5,242
-87
-2% -$10.2K 0.09% 165
2018
Q3 		$671K Sell
5,329
-707
-12% -$95.3K 0.1% 149
2018
Q2 		$774K Sell
6,036
-11
-0.2% -$1.26K 0.13% 139
2018
Q1 		$578K Hold
6,047
– – 0.11% 152
2017
Q4 		$586K Buy
+6,047
New +$544K 0.12% 149

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Buckingham Strategic Wealth's MORN Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Morningstar (MORN) position steady in Q2 2024 at 5,022 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #276.

Buckingham Strategic Wealth first reported a position in MORN in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.13M in Q4 2021. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • Buckingham Strategic Wealth held 5,022 shares of Morningstar worth $1.49M as of Q2 2024.
  • Buckingham Strategic Wealth left its Morningstar share count unchanged in Q2 2024.
  • Morningstar made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #276 holding.
  • Buckingham Strategic Wealth first reported a position in Morningstar in Q4 2017 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Morningstar position peaked at $2.13M in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.