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Essential Partners’s Morningstar MORN Stock Holding History

Essential 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 		$208K Buy
1,331
+704
+112% +$122K 0.1% 221
2026
Q1 		$106K Sell
627
-304
-33% -$56.5K 0.04% 412
2025
Q4 		$202K Buy
931
+404
+77% +$87.5K 0.06% 312
2025
Q3 		$122K Buy
527
+59
+13% +$15.7K 0.04% 403
2025
Q2 		$147K Buy
+468
New +$139K 0.06% 314

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

Essential Partners's MORN Position: Q2 2026 in Review

Essential Partners increased its Morningstar (MORN) stake by 112% in Q2 2026, buying an estimated $122K and bringing the position to 1,331 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #221.

Essential Partners first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Essential Partners held 1,331 shares of Morningstar worth $208K as of Q2 2026.
  • Essential Partners bought 704 Morningstar shares in Q2 2026, an estimated $122K.
  • Morningstar made up 0.1% of Essential Partners's portfolio in Q2 2026, its #221 holding.
  • Essential Partners first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.