CVA Family Office’s Morningstar MORN Stock Holding History

CVA Family Office’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 Q1	$43.4K	Buy	257 +27	+12%	+$5.02K	﹤0.01%	625
2025 Q4	$50K	Buy	230 +2	+0.9%	+$433	0.01%	550
2025 Q3	$52.9K	Sell	228 -2	-0.9%	-$533	0.01%	544
2025 Q2	$72.2K	Hold	230	–	–	0.01%	473
2025 Q1	$69K	Hold	230	–	–	0.01%	455
2024 Q4	$77.5K	Hold	230	–	–	0.01%	438
2024 Q3	$73.4K	Hold	230	–	–	0.01%	436
2024 Q2	$68K	Buy	230 +2	+0.9%	+$592	0.01%	431
2024 Q1	$70.3K	Hold	228	–	–	0.01%	421
2023 Q4	$65.3K	Buy	+228	New	+$59.4K	0.01%	413
2023 Q3	–	Sell	-228	Closed	-$44.7K	–	676
2023 Q2	$44.7K	Hold	228	–	–	0.01%	473
2023 Q1	$46.3K	Hold	228	–	–	0.01%	458
2022 Q4	$49.4K	Hold	228	–	–	0.01%	423
2022 Q3	$48K	Hold	228	–	–	0.01%	375
2022 Q2	$55K	Hold	228	–	–	0.02%	350
2022 Q1	$62K	Hold	228	–	–	0.01%	351
2021 Q4	$78K	Buy	+228	New	+$70.6K	0.02%	284
2021 Q3	–	Sell	-228	Closed	-$59K	–	677
2021 Q2	$59K	Buy	+228	New	+$55.3K	0.02%	338

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return