Darwin Wealth Management’s Morningstar MORN Stock Holding History

Darwin Wealth Management’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 Q3	$950	Buy	+5	New	+$968	﹤0.01%	1002

Other funds holding MORN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Darwin Wealth Management's MORN Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Morningstar (MORN) in Q3 2026: 5 shares worth $950. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

243 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

Darwin Wealth Management held 5 shares of Morningstar worth $950 as of Q3 2026.
Morningstar was a new Darwin Wealth Management position in Q3 2026.
Morningstar made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1002 holding.
243 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.