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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return