Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Buy
4,296
+458
+12% +$144K ﹤0.01% 1018
2025
Q1 		$1.15M Buy
3,838
+35
+0.9% +$10.5K ﹤0.01% 1009
2024
Q4 		$1.28M Sell
3,803
-1,094
-22% -$368K ﹤0.01% 969
2024
Q3 		$1.56M Buy
+4,897
New +$1.56M 0.01% 823