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DecisionPoint Financial’s Morningstar MORN Stock Holding History

DecisionPoint Financial’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 		$162 Buy
+1
New +$174 ﹤0.01% 1026

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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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

DecisionPoint Financial's MORN Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Morningstar (MORN) in Q2 2026: 1 share worth $162. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

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

  • DecisionPoint Financial held 1 share of Morningstar worth $162 as of Q2 2026.
  • Morningstar was a new DecisionPoint Financial position in Q2 2026.
  • Morningstar made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #1026 holding.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.