EverSource Wealth Advisors’s Morningstar MORN Stock Holding History

EverSource Wealth Advisors’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	$168K	Buy	1,079 +463	+75%	+$80.5K	0.01%	1092
2026 Q1	$104K	Sell	616 -203	-25%	-$37.7K	﹤0.01%	1403
2025 Q4	$178K	Buy	819 +384	+88%	+$83.2K	0.01%	1000
2025 Q3	$101K	Sell	435 -126	-22%	-$33.6K	﹤0.01%	1271
2025 Q2	$176K	Buy	561 +539	+2,450%	+$160K	0.01%	912
2025 Q1	$6.6K	Buy	22 +2	+10%	+$630	﹤0.01%	2355
2024 Q4	$6.74K	Buy	20 +1	+5%	+$341	﹤0.01%	2202
2024 Q3	$6.06K	Hold	19	–	–	﹤0.01%	2144
2024 Q2	$6.04K	Sell	19 -4	-17%	-$1.18K	﹤0.01%	2141
2024 Q1	$6.5K	Buy	23 +17	+283%	+$4.9K	﹤0.01%	1918
2023 Q4	$1.72K	Buy	6 +3	+100%	+$782	﹤0.01%	2215
2023 Q3	$703	Hold	3	–	–	﹤0.01%	2324
2023 Q2	$588	Sell	3 -3	-50%	-$594	﹤0.01%	2318
2023 Q1	$1.22K	Buy	+6	New	+$1.32K	﹤0.01%	2065

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's MORN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Morningstar (MORN) stake by 75% in Q2 2026, buying an estimated $80.5K and bringing the position to 1,079 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1092.

EverSource Wealth Advisors first reported a position in MORN in Q1 2023 and has held it in 14 quarters since. The position peaked at $178K in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

EverSource Wealth Advisors held 1,079 shares of Morningstar worth $168K as of Q2 2026.
EverSource Wealth Advisors bought 463 Morningstar shares in Q2 2026, an estimated $80.5K.
Morningstar made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1092 holding.
EverSource Wealth Advisors first reported a position in Morningstar in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Morningstar position peaked at $178K in Q4 2025.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.