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
Q3 		$44.5K Buy
234
+169
+260% +$32.7K 0.01% 497
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

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's MORN Position: Q3 2026 in Review

Fortitude Family Office increased its Morningstar (MORN) stake by 260% in Q3 2026, buying an estimated $32.7K and bringing the position to 234 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #497.

Fortitude Family Office first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Fortitude Family Office held 234 shares of Morningstar worth $44.5K as of Q3 2026.
  • Fortitude Family Office bought 169 Morningstar shares in Q3 2026, an estimated $32.7K.
  • Morningstar made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #497 holding.
  • Fortitude Family Office first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.