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Cornerstone Financial Management’s Morningstar MORN Stock Holding History

Cornerstone 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 		$780 Hold
5
– – ﹤0.01% 1190
2026
Q1 		$845 Hold
5
– – ﹤0.01% 1026
2025
Q4 		$1.09K Buy
+5
New +$1.08K ﹤0.01% 904

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

Cornerstone Financial Management held its Morningstar (MORN) position steady in Q2 2026 at 5 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Cornerstone Financial Management first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cornerstone Financial Management held 5 shares of Morningstar worth $780 as of Q2 2026.
  • Cornerstone Financial Management left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1190 holding.
  • Cornerstone Financial Management first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Morningstar position peaked at $1.09K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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