CFM
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Compass Financial Management’s Morningstar MORN Stock Holding History

Compass Financial Management’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 		$6.63K Buy
+34
New +$5.91K ﹤0.01% 1133

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Compass Financial Management's MORN Position: Q2 2026 in Review

Compass Financial Management opened a new position in Morningstar (MORN) in Q2 2026: 34 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

392 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Compass Financial Management held 34 shares of Morningstar worth $6.63K as of Q2 2026.
  • Morningstar was a new Compass Financial Management position in Q2 2026.
  • Morningstar made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1133 holding.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.