Harbour Investments’s Morningstar MORN Stock Holding History

Harbour Investments’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	-21	Closed	-$4.56K	–	4744
2025 Q4	$4.56K	Buy	21 +9	+75%	+$1.95K	﹤0.01%	3044
2025 Q3	$2.78K	Sell	12 -21	-64%	-$5.6K	﹤0.01%	3182
2025 Q2	$10.4K	Buy	33 +27	+450%	+$7.99K	﹤0.01%	2552
2025 Q1	$1.8K	Hold	6	–	–	﹤0.01%	3109
2024 Q4	$2.02K	Hold	6	–	–	﹤0.01%	3018
2024 Q3	$1.92K	Hold	6	–	–	﹤0.01%	2936
2024 Q2	$1.77K	Hold	6	–	–	﹤0.01%	2846
2024 Q1	$1.85K	Buy	6 +2	+50%	+$576	﹤0.01%	2798
2023 Q4	$1.15K	Hold	4	–	–	﹤0.01%	2794
2023 Q3	$937	Buy	+4	New	+$903	﹤0.01%	2717
2021 Q4	–	Sell	-28	Closed	-$7K	–	3292
2021 Q3	$7K	Sell	28 -1	-3%	-$263	﹤0.01%	2838
2021 Q2	$8K	Buy	29 +14	+93%	+$3.4K	﹤0.01%	2853
2021 Q1	$3K	Buy	+15	New	+$3.52K	﹤0.01%	3102

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $33.1B AUM 11.16% 1-Year Est. Return

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