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Centerpoint Advisors’s Morningstar MORN Stock Holding History

Centerpoint 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 		$17K Hold
109
– – ﹤0.01% 295
2026
Q1 		$18K Buy
109
+30
+38% +$5.57K 0.01% 259
2025
Q4 		$17K Buy
79
+18
+30% +$3.9K 0.01% 279
2025
Q3 		$14K Sell
61
-1
-2% -$267 ﹤0.01% 307
2025
Q2 		$19K Hold
62
– – 0.01% 253
2025
Q1 		$19K Hold
62
– – 0.01% 250
2024
Q4 		$21K Hold
62
– – 0.01% 261
2024
Q3 		$20K Hold
62
– – 0.01% 273
2024
Q2 		$18K Hold
62
– – 0.01% 280
2024
Q1 		$19K Hold
62
– – 0.01% 256
2023
Q4 		$18K Hold
62
– – 0.01% 267
2023
Q3 		$15K Sell
62
-1
-2% -$226 0.01% 290
2023
Q2 		$12K Hold
63
– – ﹤0.01% 327
2023
Q1 		$13K Hold
63
– – 0.01% 336
2022
Q4 		$14K Buy
+63
New +$14.4K 0.01% 265

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

Centerpoint Advisors's MORN Position: Q2 2026 in Review

Centerpoint Advisors held its Morningstar (MORN) position steady in Q2 2026 at 109 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Centerpoint Advisors first reported a position in MORN in Q4 2022 and has held it in 15 quarters since. The position peaked at $21K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Centerpoint Advisors held 109 shares of Morningstar worth $17K as of Q2 2026.
  • Centerpoint Advisors left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #295 holding.
  • Centerpoint Advisors first reported a position in Morningstar in Q4 2022 and has held it in 15 quarters since.
  • Centerpoint Advisors's Morningstar position peaked at $21K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.