CoreCap Advisors
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
Q3 		$13.7K Buy
72
+62
+620% +$12K ﹤0.01% 1959
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CoreCap Advisors's MORN Position: Q3 2026 in Review

CoreCap Advisors increased its Morningstar (MORN) stake by 620% in Q3 2026, buying an estimated $12K and bringing the position to 72 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

CoreCap Advisors first reported a position in MORN in Q2 2022 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • CoreCap Advisors held 72 shares of Morningstar worth $13.7K as of Q3 2026.
  • CoreCap Advisors bought 62 Morningstar shares in Q3 2026, an estimated $12K.
  • Morningstar made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1959 holding.
  • CoreCap Advisors first reported a position in Morningstar in Q2 2022 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.