Commonwealth Equity Services
MORN icon

Commonwealth Equity Services’s Morningstar MORN Stock Holding History

Commonwealth Equity Services’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 		$310K Sell
1,989
-263
-12% -$45.7K ﹤0.01% 3737
2026
Q1 		$381K Buy
2,252
+447
+25% +$83K ﹤0.01% 3454
2025
Q4 		$392K Sell
1,805
-17,927
-91% -$3.88M ﹤0.01% 3400
2025
Q3 		$4.58M Buy
19,732
+17,664
+854% +$4.71M 0.01% 1415
2025
Q2 		$649K Buy
2,068
+56
+3% +$16.6K ﹤0.01% 2945
2025
Q1 		$603K Buy
2,012
+191
+10% +$60.1K ﹤0.01% 2885
2024
Q4 		$613K Buy
1,821
+393
+28% +$134K ﹤0.01% 2794
2024
Q3 		$456K Sell
1,428
-21
-1% -$6.53K ﹤0.01% 2961
2024
Q2 		$429K Sell
1,449
-27
-2% -$7.99K ﹤0.01% 2965
2024
Q1 		$455K Sell
1,476
-88
-6% -$25.3K ﹤0.01% 2893
2023
Q4 		$448K Sell
1,564
-153
-9% -$39.9K ﹤0.01% 2811
2023
Q3 		$402K Sell
1,717
-1,074
-38% -$242K ﹤0.01% 2784
2023
Q2 		$547K Sell
2,791
-5,764
-67% -$1.14M ﹤0.01% 2533
2023
Q1 		$1.74M Buy
8,555
+903
+12% +$199K ﹤0.01% 1655
2022
Q4 		$1.66M Buy
7,652
+2,587
+51% +$590K ﹤0.01% 1627
2022
Q3 		$1.07M Buy
5,065
+3,326
+191% +$791K ﹤0.01% 1843
2022
Q2 		$420K Buy
1,739
+566
+48% +$143K ﹤0.01% 2542
2022
Q1 		$320K Buy
1,173
+91
+8% +$25.7K ﹤0.01% 2910
2021
Q4 		$370K Buy
1,082
+156
+17% +$48.3K ﹤0.01% 2781
2021
Q3 		$239K Sell
926
-50
-5% -$13.1K ﹤0.01% 3122
2021
Q2 		$250K Sell
976
-50
-5% -$12.1K ﹤0.01% 3074
2021
Q1 		$230K Buy
1,026
+11
+1% +$2.58K ﹤0.01% 3011
2020
Q4 		$235K Sell
1,015
-777
-43% -$154K ﹤0.01% 2787
2020
Q3 		$287K Buy
+1,792
New +$283K ﹤0.01% 2392

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

Commonwealth Equity Services's MORN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Morningstar (MORN) stake by 12% in Q2 2026, selling an estimated $45.7K and leaving 1,989 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Commonwealth Equity Services first reported a position in MORN in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.58M in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Commonwealth Equity Services held 1,989 shares of Morningstar worth $310K as of Q2 2026.
  • Commonwealth Equity Services sold 263 Morningstar shares in Q2 2026, an estimated $45.7K.
  • Morningstar made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3737 holding.
  • Commonwealth Equity Services first reported a position in Morningstar in Q3 2020 and has held it in 24 quarters since.
  • Commonwealth Equity Services's Morningstar position peaked at $4.58M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.