Cerity Partners
MORN icon

Cerity Partners’s Morningstar MORN Stock Holding History

Cerity Partners’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 		$3.56M Buy
22,838
+8,150
+55% +$1.42M ﹤0.01% 1271
2026
Q1 		$2.48M Sell
14,688
-1,990
-12% -$370K ﹤0.01% 1362
2025
Q4 		$3.62M Buy
16,678
+9,524
+133% +$2.06M 0.01% 1073
2025
Q3 		$1.66M Buy
7,154
+2,884
+68% +$769K ﹤0.01% 1373
2025
Q2 		$1.34M Sell
4,270
-1,156
-21% -$342K ﹤0.01% 1394
2025
Q1 		$1.63M Buy
5,426
+798
+17% +$251K ﹤0.01% 1216
2024
Q4 		$1.48M Sell
4,628
-1,690
-27% -$577K ﹤0.01% 1244
2024
Q3 		$2.02M Buy
6,318
+915
+17% +$284K ﹤0.01% 1087
2024
Q2 		$1.6M Sell
5,403
-5,261
-49% -$1.56M ﹤0.01% 1017
2024
Q1 		$3.29M Buy
10,664
+7,635
+252% +$2.2M 0.01% 790
2023
Q4 		$867K Buy
+3,029
New +$789K ﹤0.01% 1040
2023
Q3 		– Sell
-4,476
Closed -$878K – 1599
2023
Q2 		$878K Buy
4,476
+1,467
+49% +$290K ﹤0.01% 967
2023
Q1 		$611K Sell
3,009
-46
-2% -$10.1K ﹤0.01% 1198
2022
Q4 		$662K Sell
3,055
-4,232
-58% -$965K ﹤0.01% 825
2022
Q3 		$1.55M Sell
7,287
-363
-5% -$86.3K 0.02% 421
2022
Q2 		$1.85M Buy
7,650
+1,382
+22% +$348K 0.02% 422
2022
Q1 		$1.71M Buy
6,268
+5,534
+754% +$1.56M 0.03% 353
2021
Q4 		$250K Buy
+734
New +$227K ﹤0.01% 850

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

Cerity Partners's MORN Position: Q2 2026 in Review

Cerity Partners increased its Morningstar (MORN) stake by 55% in Q2 2026, buying an estimated $1.42M and bringing the position to 22,838 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Cerity Partners first reported a position in MORN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.62M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cerity Partners held 22,838 shares of Morningstar worth $3.56M as of Q2 2026.
  • Cerity Partners bought 8,150 Morningstar shares in Q2 2026, an estimated $1.42M.
  • Morningstar made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1271 holding.
  • Cerity Partners first reported a position in Morningstar in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's Morningstar position peaked at $3.62M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.