Cetera Investment Advisers
MORN icon

Cetera Investment Advisers’s Morningstar MORN Stock Holding History

Cetera Investment Advisers’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 		$949K Buy
6,082
+1,037
+21% +$180K ﹤0.01% 3105
2026
Q1 		$853K Sell
5,045
-819
-14% -$152K ﹤0.01% 3041
2025
Q4 		$1.27M Sell
5,864
-212
-3% -$45.9K ﹤0.01% 2622
2025
Q3 		$1.41M Buy
6,076
+3,878
+176% +$1.03M ﹤0.01% 2480
2025
Q2 		$690K Sell
2,198
-8
-0.4% -$2.37K ﹤0.01% 2708
2025
Q1 		$662K Buy
2,206
+129
+6% +$40.6K ﹤0.01% 2610
2024
Q4 		$699K Buy
2,077
+154
+8% +$52.6K ﹤0.01% 2420
2024
Q3 		$614K Buy
1,923
+267
+16% +$83K ﹤0.01% 2487
2024
Q2 		$490K Sell
1,656
-710
-30% -$210K ﹤0.01% 2611
2024
Q1 		$730K Buy
2,366
+1,522
+180% +$438K ﹤0.01% 2320
2023
Q4 		$242K Sell
844
-46
-5% -$12K ﹤0.01% 1924
2023
Q3 		$208K Buy
+890
New +$201K ﹤0.01% 1965

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

Cetera Investment Advisers's MORN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Morningstar (MORN) stake by 21% in Q2 2026, buying an estimated $180K and bringing the position to 6,082 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Cetera Investment Advisers first reported a position in MORN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cetera Investment Advisers held 6,082 shares of Morningstar worth $949K as of Q2 2026.
  • Cetera Investment Advisers bought 1,037 Morningstar shares in Q2 2026, an estimated $180K.
  • Morningstar made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3105 holding.
  • Cetera Investment Advisers first reported a position in Morningstar in Q3 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Morningstar position peaked at $1.41M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.