EWP
MORN icon

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
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

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

Elevation Wealth Partners's MORN Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Morningstar (MORN) stake by 15% in Q2 2026, selling an estimated $4K and leaving 128 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #596.

Elevation Wealth Partners first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Elevation Wealth Partners held 128 shares of Morningstar worth $20K as of Q2 2026.
  • Elevation Wealth Partners sold 23 Morningstar shares in Q2 2026, an estimated $4K.
  • Morningstar made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #596 holding.
  • Elevation Wealth Partners first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Morningstar position peaked at $25.5K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.