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Hantz Financial Services’s Morningstar MORN Stock Holding History

Hantz Financial Services’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 		$360K Sell
2,307
-1,913
-45% -$332K ﹤0.01% 861
2026
Q1 		$713K Buy
4,220
+4,001
+1,827% +$743K 0.01% 553
2025
Q4 		$48K Buy
219
+132
+152% +$28.6K ﹤0.01% 1453
2025
Q3 		$20K Buy
87
+54
+164% +$14.4K ﹤0.01% 1563
2025
Q2 		$10K Buy
33
+32
+3,200% +$9.47K ﹤0.01% 1515
2025
Q1 		$0 Buy
+1
New +$315 ﹤0.01% 1876

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

Hantz Financial Services's MORN Position: Q2 2026 in Review

Hantz Financial Services reduced its Morningstar (MORN) stake by 45% in Q2 2026, selling an estimated $332K and leaving 2,307 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Hantz Financial Services first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $713K in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Hantz Financial Services held 2,307 shares of Morningstar worth $360K as of Q2 2026.
  • Hantz Financial Services sold 1,913 Morningstar shares in Q2 2026, an estimated $332K.
  • Morningstar made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #861 holding.
  • Hantz Financial Services first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's Morningstar position peaked at $713K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.