Diversify Advisory Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Other funds holding MORN
Diversify Advisory Services's MORN Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Morningstar (MORN) in Q2 2026: 1,224 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MORN as recently as Q4 2025.
Diversify Advisory Services first reported a position in MORN in Q1 2024 and has held it in 9 quarters since. The position peaked at $575K in Q1 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.
- Diversify Advisory Services held 1,224 shares of Morningstar worth $223K as of Q2 2026.
- Morningstar was a new Diversify Advisory Services position in Q2 2026.
- Morningstar made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1160 holding.
- Diversify Advisory Services first reported a position in Morningstar in Q1 2024 and has held it in 9 quarters since.
- Diversify Advisory Services's Morningstar position peaked at $575K in Q1 2024.
- 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.