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
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 $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

GAMMA Investing's MORN Position: Q2 2026 in Review

GAMMA Investing reduced its Morningstar (MORN) stake by 23% in Q2 2026, selling an estimated $22.2K and leaving 420 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

GAMMA Investing first reported a position in MORN in Q4 2023 and has held it in 11 quarters since. The position peaked at $157K in Q4 2024. 60 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • GAMMA Investing held 420 shares of Morningstar worth $65.5K as of Q2 2026.
  • GAMMA Investing sold 128 Morningstar shares in Q2 2026, an estimated $22.2K.
  • Morningstar made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2117 holding.
  • GAMMA Investing first reported a position in Morningstar in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Morningstar position peaked at $157K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.