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Clearstead Advisors’s Morningstar MORN Stock Holding History

Clearstead 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 		$9.36K Buy
60
+52
+650% +$9.04K ﹤0.01% 2002
2026
Q1 		$1.35K Sell
8
-67
-89% -$12.4K ﹤0.01% 1986
2025
Q4 		$16.3K Sell
75
-90
-55% -$19.5K ﹤0.01% 1773
2025
Q3 		$38.3K Buy
165
+58
+54% +$15.5K ﹤0.01% 1367
2025
Q2 		$33.6K Buy
107
+22
+26% +$6.51K ﹤0.01% 1420
2025
Q1 		$25.5K Buy
85
+13
+18% +$4.09K ﹤0.01% 1355
2024
Q4 		$24.2K Hold
72
– – ﹤0.01% 1328
2024
Q3 		$23K Hold
72
– – ﹤0.01% 1385
2024
Q2 		$21.3K Buy
+72
New +$21.3K ﹤0.01% 1363
2023
Q4 		– Sell
-5
Closed -$1.17K – 1583
2023
Q3 		$1.17K Buy
+5
New +$1.13K ﹤0.01% 1340

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

Clearstead Advisors's MORN Position: Q2 2026 in Review

Clearstead Advisors increased its Morningstar (MORN) stake by 650% in Q2 2026, buying an estimated $9.04K and bringing the position to 60 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Clearstead Advisors first reported a position in MORN in Q3 2023 and has held it in 10 quarters since. The position peaked at $38.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Clearstead Advisors held 60 shares of Morningstar worth $9.36K as of Q2 2026.
  • Clearstead Advisors bought 52 Morningstar shares in Q2 2026, an estimated $9.04K.
  • Morningstar made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2002 holding.
  • Clearstead Advisors first reported a position in Morningstar in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's Morningstar position peaked at $38.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.