HIA
MORN icon

HFM Investment Advisors’s Morningstar MORN Stock Holding History

HFM Investment Advisors’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 		$625 Buy
+4
New +$695 ﹤0.01% 910
2025
Q3 		– Sell
-2
Closed -$628 – 1301
2025
Q2 		$628 Buy
+2
New +$592 ﹤0.01% 565

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's MORN Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Morningstar (MORN) in Q2 2026: 4 shares worth $625. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in MORN as recently as Q2 2025.

HFM Investment Advisors first reported a position in MORN in Q2 2025 and has held it in 2 quarters since. The position peaked at $628 in Q2 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • HFM Investment Advisors held 4 shares of Morningstar worth $625 as of Q2 2026.
  • Morningstar was a new HFM Investment Advisors position in Q2 2026.
  • Morningstar made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #910 holding.
  • HFM Investment Advisors first reported a position in Morningstar in Q2 2025 and has held it in 2 quarters since.
  • HFM Investment Advisors's Morningstar position peaked at $628 in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.