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Diversify Wealth Management’s Morningstar MORN Stock Holding History

Diversify 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
Q2 		$223K Sell
1,224
-4,727
-79% -$821K ﹤0.01% 1160
2026
Q1 		$1.12M Buy
5,951
+1,783
+43% +$331K 0.02% 571
2025
Q4 		$900K Buy
4,168
+82
+2% +$17.8K 0.04% 342
2025
Q3 		$871K Buy
4,086
+16
+0.4% +$4.26K 0.05% 295
2025
Q2 		$1.05M Buy
4,070
+668
+20% +$198K 0.07% 260
2025
Q1 		$961K Buy
3,402
+581
+21% +$183K 0.07% 251
2024
Q4 		$891K Buy
2,821
+576
+26% +$197K 0.07% 235
2024
Q3 		$767K Buy
2,245
+143
+7% +$44.4K 0.07% 226
2024
Q2 		$633K Buy
+2,102
New +$622K 0.08% 224

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

Diversify Wealth Management's MORN Position: Q2 2026 in Review

Diversify Wealth Management reduced its Morningstar (MORN) stake by 79% in Q2 2026, selling an estimated $821K and leaving 1,224 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Diversify Wealth Management first reported a position in MORN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Diversify Wealth Management held 1,224 shares of Morningstar worth $223K as of Q2 2026.
  • Diversify Wealth Management sold 4,727 Morningstar shares in Q2 2026, an estimated $821K.
  • Morningstar made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Diversify Wealth Management first reported a position in Morningstar in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Morningstar position peaked at $1.12M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.