GI
MORN icon

GAMMA Investing’s Morningstar MORN Stock Holding History

GAMMA Investing’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 		$69.4K Sell
365
-55
-13% -$10.6K ﹤0.01% 2139
2026
Q2 		$65.5K Sell
420
-128
-23% -$22.2K ﹤0.01% 2117
2026
Q1 		$92.6K Buy
548
+189
+53% +$35.1K ﹤0.01% 1739
2025
Q4 		$78K Buy
359
+103
+40% +$22.3K ﹤0.01% 1752
2025
Q3 		$59.4K Sell
256
-177
-41% -$47.2K ﹤0.01% 1868
2025
Q2 		$136K Sell
433
-48
-10% -$14.2K 0.01% 1194
2025
Q1 		$144K Buy
481
+14
+3% +$4.41K 0.01% 965
2024
Q4 		$157K Buy
467
+154
+49% +$52.6K 0.01% 819
2024
Q3 		$99.9K Buy
313
+130
+71% +$40.4K 0.01% 1007
2024
Q2 		$54.1K Buy
183
+51
+39% +$15.1K 0.01% 1139
2024
Q1 		$40.7K Buy
132
+7
+6% +$2.02K 0.01% 1178
2023
Q4 		$34.9K Buy
+125
New +$32.6K 0.01% 1130

Other funds holding MORN

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GAMMA Investing's MORN Position: Q3 2026 in Review

GAMMA Investing reduced its Morningstar (MORN) stake by 13% in Q3 2026, selling an estimated $10.6K and leaving 365 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

GAMMA Investing first reported a position in MORN in Q4 2023 and has held it in 12 quarters since. The position peaked at $157K in Q4 2024. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • GAMMA Investing held 365 shares of Morningstar worth $69.4K as of Q3 2026.
  • GAMMA Investing sold 55 Morningstar shares in Q3 2026, an estimated $10.6K.
  • Morningstar made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2139 holding.
  • GAMMA Investing first reported a position in Morningstar in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Morningstar position peaked at $157K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.