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Crestwood Advisors Group’s Morningstar MORN Stock Holding History

Crestwood Advisors 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 		$231K Buy
+1,481
New +$257K ﹤0.01% 790

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

Crestwood Advisors Group's MORN Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Morningstar (MORN) in Q2 2026: 1,481 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings.

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

  • Crestwood Advisors Group held 1,481 shares of Morningstar worth $231K as of Q2 2026.
  • Morningstar was a new Crestwood Advisors Group position in Q2 2026.
  • Morningstar made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #790 holding.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.