Cedar Mountain Advisors’s Morningstar MORN Stock Holding History

Cedar Mountain Advisors’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	$12.1K	Hold	77	–	–	﹤0.01%	454
2026 Q1	$13K	Hold	77	–	–	﹤0.01%	392
2025 Q4	$16.7K	Hold	77	–	–	﹤0.01%	204
2025 Q3	$17.8K	Hold	77	–	–	﹤0.01%	199
2025 Q2	$24.1K	Hold	77	–	–	0.01%	146
2025 Q1	$22.9K	Buy	77 +1	+1%	+$315	0.01%	144
2024 Q4	$25.7K	Hold	76	–	–	0.01%	137
2024 Q3	$24.4K	Hold	76	–	–	0.01%	139
2024 Q2	$22.6K	Hold	76	–	–	0.01%	130
2024 Q1	$23.5K	Hold	76	–	–	0.01%	125
2023 Q4	$21.8K	Hold	76	–	–	0.01%	124
2023 Q3	$17.8K	Hold	76	–	–	0.01%	126
2023 Q2	$14.9K	Hold	76	–	–	﹤0.01%	135
2023 Q1	$15.4K	Hold	76	–	–	﹤0.01%	131
2022 Q4	$16.4K	Buy	76 +1	+1%	+$228	0.01%	119
2022 Q3	$16K	Hold	75	–	–	0.01%	123
2022 Q2	$18K	Hold	75	–	–	0.01%	118
2022 Q1	$21K	Hold	75	–	–	0.01%	122
2021 Q4	$26K	Hold	75	–	–	0.01%	111
2021 Q3	$19K	Hold	75	–	–	0.01%	126
2021 Q2	$19K	Hold	75	–	–	0.01%	119
2021 Q1	$17K	Hold	75	–	–	0.01%	136
2020 Q4	$17K	Hold	75	–	–	0.01%	132
2020 Q3	$12K	Hold	75	–	–	﹤0.01%	144
2020 Q2	$11K	Hold	75	–	–	﹤0.01%	142
2020 Q1	$9K	Hold	75	–	–	﹤0.01%	129
2019 Q4	$11K	Buy	+75	New	+$11.5K	﹤0.01%	136

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

Cedar Mountain Advisors's MORN Position: Q2 2026 in Review

Cedar Mountain Advisors held its Morningstar (MORN) position steady in Q2 2026 at 77 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Cedar Mountain Advisors first reported a position in MORN in Q4 2019 and has held it in 27 quarters since. The position peaked at $26K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Cedar Mountain Advisors held 77 shares of Morningstar worth $12.1K as of Q2 2026.
Cedar Mountain Advisors left its Morningstar share count unchanged in Q2 2026.
Morningstar made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #454 holding.
Cedar Mountain Advisors first reported a position in Morningstar in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Morningstar position peaked at $26K in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.