Focus Partners Wealth
MORN icon

Focus Partners Wealth’s Morningstar MORN Stock Holding History

Focus Partners Wealth’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 		$2.48M Sell
15,867
-119,004
-88% -$20.7M ﹤0.01% 1270
2026
Q1 		$22.8M Sell
134,871
-2,033
-1% -$378K 0.03% 464
2025
Q4 		$29.8M Buy
136,904
+8,049
+6% +$1.74M 0.03% 399
2025
Q3 		$29.9M Buy
128,855
+124,559
+2,899% +$33.2M 0.05% 308
2025
Q2 		$1.35M Buy
4,296
+458
+12% +$136K ﹤0.01% 1025
2025
Q1 		$1.15M Buy
3,838
+35
+0.9% +$11K ﹤0.01% 1016
2024
Q4 		$1.28M Sell
3,803
-1,094
-22% -$373K ﹤0.01% 977
2024
Q3 		$1.56M Buy
+4,897
New +$1.52M 0.01% 831

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 Wealth's MORN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Morningstar (MORN) stake by 88% in Q2 2026, selling an estimated $20.7M and leaving 15,867 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Focus Partners Wealth first reported a position in MORN in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.9M in Q3 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Focus Partners Wealth held 15,867 shares of Morningstar worth $2.48M as of Q2 2026.
  • Focus Partners Wealth sold 119,004 Morningstar shares in Q2 2026, an estimated $20.7M.
  • Morningstar made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1270 holding.
  • Focus Partners Wealth first reported a position in Morningstar in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Morningstar position peaked at $29.9M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.