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Elevation Wealth Partners’s Morningstar MORN Stock Holding History

Elevation Wealth Partners’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
Q3 		$20.7K Sell
109
-19
-15% -$3.68K 0.01% 669
2026
Q2 		$20K Sell
128
-23
-15% -$4K 0.01% 596
2026
Q1 		$25.5K Buy
151
+88
+140% +$16.3K 0.01% 325
2025
Q4 		$13.7K Buy
63
+61
+3,050% +$13.2K ﹤0.01% 439
2025
Q3 		$465 Buy
+2
New +$533 ﹤0.01% 820

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Elevation Wealth Partners's MORN Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Morningstar (MORN) stake by 15% in Q3 2026, selling an estimated $3.68K and leaving 109 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #669.

Elevation Wealth Partners first reported a position in MORN in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.5K in Q1 2026. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Elevation Wealth Partners held 109 shares of Morningstar worth $20.7K as of Q3 2026.
  • Elevation Wealth Partners sold 19 Morningstar shares in Q3 2026, an estimated $3.68K.
  • Morningstar made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #669 holding.
  • Elevation Wealth Partners first reported a position in Morningstar in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Morningstar position peaked at $25.5K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.