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GHP Investment Advisors’s Morningstar MORN Stock Holding History

GHP Investment 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 		$2.86M Buy
18,361
+15,875
+639% +$2.76M 0.11% 211
2026
Q1 		$420K Buy
+2,486
New +$462K 0.02% 329

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

GHP Investment Advisors's MORN Position: Q2 2026 in Review

GHP Investment Advisors increased its Morningstar (MORN) stake by 639% in Q2 2026, buying an estimated $2.76M and bringing the position to 18,361 shares worth $2.86M. The position accounts for 0.11% of the portfolio, ranked #211.

GHP Investment Advisors first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • GHP Investment Advisors held 18,361 shares of Morningstar worth $2.86M as of Q2 2026.
  • GHP Investment Advisors bought 15,875 Morningstar shares in Q2 2026, an estimated $2.76M.
  • Morningstar made up 0.11% of GHP Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • GHP Investment Advisors first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.