Creative Financial Designs’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.15K | Sell |
33
-5
| -13% | -$869 | ﹤0.01% | 1697 |
|
|
2026
Q1 | $6.42K | Buy |
38
+5
| +15% | +$929 | ﹤0.01% | 1519 |
|
|
2025
Q4 | $7.17K | Hold |
33
| – | – | ﹤0.01% | 1426 |
|
|
2025
Q3 | $7.66K | Hold |
33
| – | – | ﹤0.01% | 1422 |
|
|
2025
Q2 | $10.4K | Hold |
33
| – | – | ﹤0.01% | 1335 |
|
|
2025
Q1 | $9.9K | Sell |
33
-40
| -55% | -$12.6K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $24.6K | Sell |
73
-10
| -12% | -$3.41K | ﹤0.01% | 993 |
|
|
2024
Q3 | $26.5K | Buy |
83
+20
| +32% | +$6.21K | ﹤0.01% | 958 |
|
|
2024
Q2 | $18.7K | Hold |
63
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q1 | $19.4K | Hold |
63
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $18K | Hold |
63
| – | – | ﹤0.01% | 946 |
|
|
2023
Q3 | $14.8K | Hold |
63
| – | – | ﹤0.01% | 927 |
|
|
2023
Q2 | $12.4K | Hold |
63
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $12.8K | Hold |
63
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $13.6K | Buy |
63
+15
| +31% | +$3.42K | ﹤0.01% | 849 |
|
|
2022
Q3 | $10K | Buy |
48
+15
| +45% | +$3.57K | ﹤0.01% | 892 |
|
|
2022
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $9K | Hold |
33
| – | – | ﹤0.01% | 931 |
|
|
2021
Q4 | $11K | Hold |
33
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $9K | Hold |
33
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 996 |
|
|
2020
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 902 |
|
|
2020
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 935 |
|
|
2020
Q2 | $5K | Buy |
+33
| New | +$4.66K | ﹤0.01% | 872 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$4K | – | 699 |
|
|
2018
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 564 |
|
|
2018
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 581 |
|
|
2018
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 567 |
|
|
2017
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 564 |
|
|
2017
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 595 |
|
|
2017
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2.43K | ﹤0.01% | 599 |
|
Other funds holding MORN
Creative Financial Designs's MORN Position: Q2 2026 in Review
Creative Financial Designs reduced its Morningstar (MORN) stake by 13% in Q2 2026, selling an estimated $869 and leaving 33 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.
Creative Financial Designs first reported a position in MORN in Q4 2016 and has held it in 33 quarters since. The position peaked at $26.5K in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Creative Financial Designs held 33 shares of Morningstar worth $5.15K as of Q2 2026.
- Creative Financial Designs sold 5 Morningstar shares in Q2 2026, an estimated $869.
- Morningstar made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1697 holding.
- Creative Financial Designs first reported a position in Morningstar in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's Morningstar position peaked at $26.5K in Q3 2024.
- 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.