CCWM
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Cassaday & Co Wealth Management’s Morningstar MORN Stock Holding History

Cassaday & Co 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 		$24.2K Hold
155
– – ﹤0.01% 744
2026
Q1 		$26.2K Buy
+155
New +$28.8K ﹤0.01% 741

Other funds holding MORN

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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

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

Cassaday & Co Wealth Management held its Morningstar (MORN) position steady in Q2 2026 at 155 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Cassaday & Co Wealth Management first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.2K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cassaday & Co Wealth Management held 155 shares of Morningstar worth $24.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Cassaday & Co Wealth Management first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Morningstar position peaked at $26.2K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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