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Cornerstone Planning Group’s Morningstar MORN Stock Holding History

Cornerstone Planning Group’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 		$8.02K Buy
48
+31
+182% +$5.39K ﹤0.01% 959
2026
Q1 		$2.67K Buy
17
+3
+21% +$557 ﹤0.01% 1240
2025
Q4 		$2.86K Buy
14
+1
+8% +$217 ﹤0.01% 1114
2025
Q3 		$2.79K Buy
+13
New +$3.46K ﹤0.01% 1100

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Cornerstone Planning Group's MORN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Morningstar (MORN) stake by 182% in Q2 2026, buying an estimated $5.39K and bringing the position to 48 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Cornerstone Planning Group first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Cornerstone Planning Group held 48 shares of Morningstar worth $8.02K as of Q2 2026.
  • Cornerstone Planning Group bought 31 Morningstar shares in Q2 2026, an estimated $5.39K.
  • Morningstar made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #959 holding.
  • Cornerstone Planning Group first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.