FFA
MORN icon

Frazier Financial Advisors’s Morningstar MORN Stock Holding History

Frazier Financial Advisors’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 		$4.84K Hold
31
– – ﹤0.01% 495
2026
Q1 		$5.24K Hold
31
– – ﹤0.01% 503
2025
Q4 		$6.74K Hold
31
– – ﹤0.01% 422
2025
Q3 		$7.19K Hold
31
– – ﹤0.01% 402
2025
Q2 		$9.73K Hold
31
– – 0.01% 357
2025
Q1 		$9.3K Hold
31
– – 0.01% 346
2024
Q4 		$10.5K Hold
31
– – 0.01% 330
2024
Q3 		$9.89K Hold
31
– – 0.01% 378
2024
Q2 		$9.17K Hold
31
– – 0.01% 459
2024
Q1 		$9.56K Hold
31
– – 0.01% 422
2023
Q4 		$8.87K Buy
+31
New +$8.08K 0.01% 373

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

Frazier Financial Advisors's MORN Position: Q2 2026 in Review

Frazier Financial Advisors held its Morningstar (MORN) position steady in Q2 2026 at 31 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Frazier Financial Advisors first reported a position in MORN in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Frazier Financial Advisors held 31 shares of Morningstar worth $4.84K as of Q2 2026.
  • Frazier Financial Advisors left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #495 holding.
  • Frazier Financial Advisors first reported a position in Morningstar in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Morningstar position peaked at $10.5K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.