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Gibbs Wealth Management’s Morningstar MORN Stock Holding History

Gibbs Wealth Management’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
Q1 		$296K Sell
1,753
-681
-28% -$127K 0.04% 390
2025
Q4 		$528K Sell
2,434
-728
-23% -$158K 0.13% 193
2025
Q3 		$734K Sell
3,162
-862
-21% -$230K 0.17% 148
2025
Q2 		$1.26M Buy
4,024
+296
+8% +$87.6K 0.24% 89
2025
Q1 		$1.12M Buy
3,728
+666
+22% +$210K 0.27% 90
2024
Q4 		$1.03M Buy
3,062
+562
+22% +$192K 0.28% 82
2024
Q3 		$798K Buy
2,500
+251
+11% +$78K 0.26% 87
2024
Q2 		$665K Buy
2,249
+463
+26% +$137K 0.27% 89
2024
Q1 		$551K Buy
+1,786
New +$514K 0.32% 81

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Gibbs Wealth Management's MORN Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Morningstar (MORN) stake by 28% in Q1 2026, selling an estimated $127K and leaving 1,753 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #390.

Gibbs Wealth Management first reported a position in MORN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q2 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Gibbs Wealth Management held 1,753 shares of Morningstar worth $296K as of Q1 2026.
  • Gibbs Wealth Management sold 681 Morningstar shares in Q1 2026, an estimated $127K.
  • Morningstar made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #390 holding.
  • Gibbs Wealth Management first reported a position in Morningstar in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Morningstar position peaked at $1.26M in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.