Burk Holdings’s Morningstar MORN Stock Holding History

Burk Holdings’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	$780	Hold	5	–	–	﹤0.01%	604
2026 Q1	$845	Buy	+5	New	+$929	﹤0.01%	612

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

Burk Holdings's MORN Position: Q2 2026 in Review

Burk Holdings held its Morningstar (MORN) position steady in Q2 2026 at 5 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Burk Holdings first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $845 in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Burk Holdings held 5 shares of Morningstar worth $780 as of Q2 2026.
Burk Holdings left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #604 holding.
Burk Holdings first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Morningstar position peaked at $845 in Q1 2026.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.