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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
Q2 		$500K Buy
+3,206
New +$557K ﹤0.01% 819
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

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

Focus Partners Advisor Solutions's MORN Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Morningstar (MORN) in Q2 2026: 3,206 shares worth $500K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in MORN as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Focus Partners Advisor Solutions held 3,206 shares of Morningstar worth $500K as of Q2 2026.
  • Morningstar was a new Focus Partners Advisor Solutions position in Q2 2026.
  • Morningstar made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #819 holding.
  • Focus Partners Advisor Solutions first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.