Corient Private Wealth
MORN icon

Corient Private Wealth’s Morningstar MORN Stock Holding History

Corient Private Wealth’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 		$1.68M Sell
10,796
-8,334
-44% -$1.45M ﹤0.01% 1499
2026
Q1 		$3.21M Sell
19,130
-2,401
-11% -$446K ﹤0.01% 1019
2025
Q4 		$4.68M Buy
21,531
+1,401
+7% +$303K 0.01% 796
2025
Q3 		$4.67M Buy
20,130
+11,702
+139% +$3.12M 0.01% 738
2025
Q2 		$2.65M Sell
8,428
-390
-4% -$115K ﹤0.01% 919
2025
Q1 		$2.64M Sell
8,818
-937
-10% -$295K ﹤0.01% 876
2024
Q4 		$3.29M Sell
9,755
-1,518
-13% -$518K 0.01% 825
2024
Q3 		$3.6M Sell
11,273
-574
-5% -$178K 0.01% 857
2024
Q2 		$3.5M Sell
11,847
-651
-5% -$193K 0.01% 816
2024
Q1 		$3.85M Sell
12,498
-90
-0.7% -$25.9K 0.01% 783
2023
Q4 		$3.6M Sell
12,588
-988
-7% -$257K 0.01% 792
2023
Q3 		$3.18M Sell
13,576
-1,424
-9% -$321K 0.01% 760
2023
Q2 		$2.94M Sell
15,000
-11,253
-43% -$2.23M 0.01% 782
2023
Q1 		$5.33M Buy
26,253
+23,420
+827% +$5.15M 0.01% 574
2022
Q4 		$614K Buy
+2,833
New +$646K ﹤0.01% 1079

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

Corient Private Wealth's MORN Position: Q2 2026 in Review

Corient Private Wealth reduced its Morningstar (MORN) stake by 44% in Q2 2026, selling an estimated $1.45M and leaving 10,796 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Corient Private Wealth first reported a position in MORN in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.33M in Q1 2023. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Corient Private Wealth held 10,796 shares of Morningstar worth $1.68M as of Q2 2026.
  • Corient Private Wealth sold 8,334 Morningstar shares in Q2 2026, an estimated $1.45M.
  • Morningstar made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1499 holding.
  • Corient Private Wealth first reported a position in Morningstar in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Morningstar position peaked at $5.33M in Q1 2023.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.