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Focus Partners Advisor Solutions’s Morningstar MORN Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-2,168
Closed -$471K – 1318
2025
Q4 		$471K Buy
2,168
+917
+73% +$199K 0.01% 732
2025
Q3 		$279K Buy
+1,251
New +$333K ﹤0.01% 938

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Focus Partners Advisor Solutions's MORN Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Morningstar (MORN) in Q1 2026, closing a stake of 2,168 shares — an estimated $471K sold.

Focus Partners Advisor Solutions first reported a position in MORN in Q3 2025 and held it in 2 quarters. The position peaked at $471K in Q4 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,168 Morningstar shares in Q1 2026, an estimated $471K.
  • Focus Partners Advisor Solutions first reported a position in Morningstar in Q3 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Morningstar position peaked at $471K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.