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Exencial Wealth Advisors’s Morningstar MORN Stock Holding History

Exencial 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
Q1 		$1.14M Buy
+6,736
New +$1.25M 0.04% 276

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Exencial Wealth Advisors's MORN Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Morningstar (MORN) in Q1 2026: 6,736 shares worth $1.14M. The stake represents 0.04% of the portfolio and ranks #276 among its holdings.

447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Exencial Wealth Advisors held 6,736 shares of Morningstar worth $1.14M as of Q1 2026.
  • Morningstar was a new Exencial Wealth Advisors position in Q1 2026.
  • Morningstar made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.