Creative Capital Management Investments’s Morningstar MORN Stock Holding History

Creative Capital Management Investments’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	$468	Buy	+3	New	+$521	﹤0.01%	1283

Other funds holding MORN

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Creative Capital Management Investments's MORN Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Morningstar (MORN) in Q2 2026: 3 shares worth $468. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

79 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Creative Capital Management Investments held 3 shares of Morningstar worth $468 as of Q2 2026.
Morningstar was a new Creative Capital Management Investments position in Q2 2026.
Morningstar made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1283 holding.
79 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.