DiNuzzo Private Wealth’s Morningstar MORN Stock Holding History

DiNuzzo Private Wealth’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	$313	Hold	2	–	–	﹤0.01%	1199
2026 Q1	$339	Sell	2 -3	-60%	-$557	﹤0.01%	1173
2025 Q4	$1.09K	Sell	5 -2	-29%	-$433	﹤0.01%	852
2025 Q3	$1.84K	Hold	7	–	–	﹤0.01%	661
2025 Q2	$2.2K	Hold	7	–	–	﹤0.01%	589
2025 Q1	$2.1K	Hold	7	–	–	﹤0.01%	582
2024 Q4	$2.36K	Hold	7	–	–	﹤0.01%	536
2024 Q3	$2.23K	Hold	7	–	–	﹤0.01%	569
2024 Q2	$2.07K	Hold	7	–	–	﹤0.01%	510
2024 Q1	$2.16K	Hold	7	–	–	﹤0.01%	448
2023 Q4	$2K	Buy	+7	New	+$1.82K	﹤0.01%	434

Other funds holding MORN

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return