CA
MORN icon

CoreCap Advisors’s Morningstar MORN Stock Holding History

CoreCap 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 		$1.56K Buy
+10
New +$1.74K ﹤0.01% 2602
2022
Q4 		$217 Buy
+1
New +$228 ﹤0.01% 2265
2022
Q3 		– Sell
-1
Closed – – 1476
2022
Q2 		$0 Buy
+1
New +$252 ﹤0.01% 2223

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

CoreCap Advisors's MORN Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Morningstar (MORN) in Q2 2026: 10 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #2602 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in MORN as recently as Q4 2022.

CoreCap Advisors first reported a position in MORN in Q2 2022 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • CoreCap Advisors held 10 shares of Morningstar worth $1.56K as of Q2 2026.
  • Morningstar was a new CoreCap Advisors position in Q2 2026.
  • Morningstar made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2602 holding.
  • CoreCap Advisors first reported a position in Morningstar in Q2 2022 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.