HIA
MORN icon

Harbor Investment Advisory’s Morningstar MORN Stock Holding History

Harbor Investment Advisory’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 		– Sell
-197
Closed -$42.8K – 1313
2025
Q4 		$42.8K Sell
197
-170
-46% -$36.8K ﹤0.01% 686
2025
Q3 		$85.1K Buy
367
+84
+30% +$22.4K 0.01% 533
2025
Q2 		$88.8K Hold
283
– – 0.01% 515
2025
Q1 		$84.9K Hold
283
– – 0.01% 505
2024
Q4 		$95.3K Hold
283
– – 0.01% 467
2024
Q3 		$90.3K Buy
283
+61
+27% +$19K 0.01% 480
2024
Q2 		$65.7K Hold
222
– – 0.01% 530
2024
Q1 		$68.5K Hold
222
– – 0.01% 522
2023
Q4 		$63.5K Hold
222
– – 0.01% 517
2023
Q3 		$52K Buy
+222
New +$50.1K 0.01% 538

Other funds holding MORN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return