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 Q2	$4.37K	Sell	28 -229	-89%	-$39.8K	﹤0.01%	1312
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CVA Family Office's MORN Position: Q2 2026 in Review

CVA Family Office reduced its Morningstar (MORN) stake by 89% in Q2 2026, selling an estimated $39.8K and leaving 28 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

CVA Family Office first reported a position in MORN in Q2 2021 and has held it in 19 quarters since. The position peaked at $78K in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

CVA Family Office held 28 shares of Morningstar worth $4.37K as of Q2 2026.
CVA Family Office sold 229 Morningstar shares in Q2 2026, an estimated $39.8K.
Morningstar made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1312 holding.
CVA Family Office first reported a position in Morningstar in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's Morningstar position peaked at $78K in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.