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Financial Network Wealth Advisors’s Morningstar MORN Stock Holding History

Financial Network 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 		– Sell
-5
Closed -$845 – 875
2026
Q1 		$845 Sell
5
-29
-85% -$5.39K ﹤0.01% 749
2025
Q4 		$7.39K Sell
34
-12
-26% -$2.6K 0.01% 502
2025
Q3 		$10.7K Hold
46
– – 0.01% 448
2025
Q2 		$14.4K Hold
46
– – 0.02% 393
2025
Q1 		$13.8K Buy
46
+41
+820% +$12.9K 0.02% 376
2024
Q4 		$1.68K Sell
5
-76
-94% -$25.9K ﹤0.01% 418
2024
Q3 		$25.8K Buy
81
+2
+3% +$622 0.02% 343
2024
Q2 		$23.4K Buy
+79
New +$23.4K 0.02% 386

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

Financial Network Wealth Advisors's MORN Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Morningstar (MORN) in Q2 2026, closing a stake of 5 shares — an estimated $845 sold.

Financial Network Wealth Advisors first reported a position in MORN in Q2 2024 and held it in 8 quarters. The position peaked at $25.8K in Q3 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining Morningstar position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 5 Morningstar shares in Q2 2026, an estimated $845.
  • Financial Network Wealth Advisors first reported a position in Morningstar in Q2 2024 and held it in 8 quarters.
  • Financial Network Wealth Advisors's Morningstar position peaked at $25.8K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.