CPIG
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Chicago Partners Investment Group’s Morningstar MORN Stock Holding History

Chicago Partners Investment Group’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 		$464K Buy
2,768
+319
+13% +$55.4K 0.01% 1043
2026
Q1 		$456K Buy
2,449
+166
+7% +$30.8K 0.01% 948
2025
Q4 		$481K Buy
2,283
+1,172
+105% +$254K 0.01% 785
2025
Q3 		$242K Buy
1,111
+326
+42% +$86.9K 0.01% 1066
2025
Q2 		$217K Buy
+785
New +$232K 0.01% 1006

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

Chicago Partners Investment Group's MORN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Morningstar (MORN) stake by 13% in Q2 2026, buying an estimated $55.4K and bringing the position to 2,768 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1043.

Chicago Partners Investment Group first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $481K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Chicago Partners Investment Group held 2,768 shares of Morningstar worth $464K as of Q2 2026.
  • Chicago Partners Investment Group bought 319 Morningstar shares in Q2 2026, an estimated $55.4K.
  • Morningstar made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1043 holding.
  • Chicago Partners Investment Group first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's Morningstar position peaked at $481K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.