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Fluent Financial’s Morningstar MORN Stock Holding History

Fluent Financial’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 		$2.24M Buy
14,362
+8,618
+150% +$1.5M 0.8% 29
2026
Q1 		$1.01M Sell
5,744
-5,947
-51% -$1.1M 0.37% 33
2025
Q4 		$2.54M Buy
+11,691
New +$2.53M 0.97% 31

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

Fluent Financial's MORN Position: Q2 2026 in Review

Fluent Financial increased its Morningstar (MORN) stake by 150% in Q2 2026, buying an estimated $1.5M and bringing the position to 14,362 shares worth $2.24M. The position accounts for 0.8% of the portfolio, ranked #29.

Fluent Financial first reported a position in MORN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q4 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Fluent Financial held 14,362 shares of Morningstar worth $2.24M as of Q2 2026.
  • Fluent Financial bought 8,618 Morningstar shares in Q2 2026, an estimated $1.5M.
  • Morningstar made up 0.8% of Fluent Financial's portfolio in Q2 2026, its #29 holding.
  • Fluent Financial first reported a position in Morningstar in Q4 2025 and has held it in 3 quarters since.
  • Fluent Financial's Morningstar position peaked at $2.54M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Fluent Financial's 13F filing for Q2 2026, filed 9 Jul 2026.