FFO
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Fortitude Family Office’s Morningstar MORN Stock Holding History

Fortitude Family Office’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 		$10.1K Buy
65
+61
+1,525% +$10.6K ﹤0.01% 763
2026
Q1 		$676 Buy
+4
New +$743 ﹤0.01% 1617
2025
Q4 		– Sell
-10
Closed -$2.32K – 2047
2025
Q3 		$2.32K Hold
10
– – ﹤0.01% 1152
2025
Q2 		$3.14K Buy
+10
New +$2.96K ﹤0.01% 988

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

Fortitude Family Office's MORN Position: Q2 2026 in Review

Fortitude Family Office increased its Morningstar (MORN) stake by 1,525% in Q2 2026, buying an estimated $10.6K and bringing the position to 65 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Fortitude Family Office first reported a position in MORN in Q2 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Fortitude Family Office held 65 shares of Morningstar worth $10.1K as of Q2 2026.
  • Fortitude Family Office bought 61 Morningstar shares in Q2 2026, an estimated $10.6K.
  • Morningstar made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #763 holding.
  • Fortitude Family Office first reported a position in Morningstar in Q2 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.