EWM
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Empirical Wealth Management’s Morningstar MORN Stock Holding History

Empirical 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 		$247K Buy
1,586
+329
+26% +$57.2K ﹤0.01% 941
2026
Q1 		$212K Buy
1,257
+309
+33% +$57.4K ﹤0.01% 922
2025
Q4 		$206K Buy
+948
New +$205K ﹤0.01% 857

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Empirical Wealth Management increased its Morningstar (MORN) stake by 26% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,586 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Empirical Wealth Management first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Empirical Wealth Management held 1,586 shares of Morningstar worth $247K as of Q2 2026.
  • Empirical Wealth Management bought 329 Morningstar shares in Q2 2026, an estimated $57.2K.
  • Morningstar made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #941 holding.
  • Empirical Wealth Management first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.