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HB Wealth Management’s Morningstar MORN Stock Holding History

HB 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
Q2 		$400K Buy
2,562
+796
+45% +$138K ﹤0.01% 1222
2026
Q1 		$299K Sell
1,766
-1,556
-47% -$289K ﹤0.01% 1239
2025
Q4 		$722K Buy
3,322
+461
+16% +$99.8K ﹤0.01% 742
2025
Q3 		$664K Buy
2,861
+191
+7% +$50.9K ﹤0.01% 742
2025
Q2 		$838K Sell
2,670
-63
-2% -$18.6K 0.01% 585
2025
Q1 		$820K Buy
+2,733
New +$861K 0.01% 599

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

HB Wealth Management's MORN Position: Q2 2026 in Review

HB Wealth Management increased its Morningstar (MORN) stake by 45% in Q2 2026, buying an estimated $138K and bringing the position to 2,562 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

HB Wealth Management first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $838K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • HB Wealth Management held 2,562 shares of Morningstar worth $400K as of Q2 2026.
  • HB Wealth Management bought 796 Morningstar shares in Q2 2026, an estimated $138K.
  • Morningstar made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1222 holding.
  • HB Wealth Management first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Morningstar position peaked at $838K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.