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CBIZ Investment Advisory Services’s Morningstar MORN Stock Holding History

CBIZ Investment Advisory Services’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 		$2.71K Hold
16
– – ﹤0.01% 300
2026
Q1 		$2.71K Sell
16
-8
-33% -$1.49K ﹤0.01% 300
2025
Q4 		$5.21K Buy
24
+8
+50% +$1.73K ﹤0.01% 494
2025
Q3 		$3.71K Buy
16
+15
+1,500% +$4K ﹤0.01% 500
2025
Q2 		$314 Buy
+1
New +$296 ﹤0.01% 668

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

CBIZ Investment Advisory Services's MORN Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Morningstar (MORN) position steady in Q2 2026 at 16 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

CBIZ Investment Advisory Services first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.21K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • CBIZ Investment Advisory Services held 16 shares of Morningstar worth $2.71K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #300 holding.
  • CBIZ Investment Advisory Services first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Morningstar position peaked at $5.21K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.