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Dogwood Wealth Management’s Morningstar MORN Stock Holding History

Dogwood 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 		$1.25K Sell
8
-20
-71% -$3.48K ﹤0.01% 744
2026
Q1 		$4.73K Buy
28
+8
+40% +$1.49K ﹤0.01% 486
2025
Q4 		$4.35K Buy
20
+9
+82% +$1.95K ﹤0.01% 448
2025
Q3 		$2.55K Sell
11
-25
-69% -$6.66K ﹤0.01% 497
2025
Q2 		$10.9K Buy
+36
New +$10.7K 0.01% 255

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

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

Dogwood Wealth Management reduced its Morningstar (MORN) stake by 71% in Q2 2026, selling an estimated $3.48K and leaving 8 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Dogwood Wealth Management first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.9K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Dogwood Wealth Management held 8 shares of Morningstar worth $1.25K as of Q2 2026.
  • Dogwood Wealth Management sold 20 Morningstar shares in Q2 2026, an estimated $3.48K.
  • Morningstar made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Dogwood Wealth Management first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Morningstar position peaked at $10.9K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.