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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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

DiNuzzo Private Wealth's MORN Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Morningstar (MORN) position steady in Q2 2026 at 2 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

DiNuzzo Private Wealth first reported a position in MORN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • DiNuzzo Private Wealth held 2 shares of Morningstar worth $313 as of Q2 2026.
  • DiNuzzo Private Wealth left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1199 holding.
  • DiNuzzo Private Wealth first reported a position in Morningstar in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Morningstar position peaked at $2.36K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.