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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 $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

Harbor Investment Advisory's MORN Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Morningstar (MORN) in Q1 2026, closing a stake of 197 shares — an estimated $42.8K sold.

Harbor Investment Advisory first reported a position in MORN in Q3 2023 and held it in 10 quarters. The position peaked at $95.3K in Q4 2024. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 197 Morningstar shares in Q1 2026, an estimated $42.8K.
  • Harbor Investment Advisory first reported a position in Morningstar in Q3 2023 and held it in 10 quarters.
  • Harbor Investment Advisory's Morningstar position peaked at $95.3K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.