HighTower Advisors
MORN icon

HighTower Advisors’s Morningstar MORN Stock Holding History

HighTower 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
2020
Q2 		– Sell
-100
Closed -$2K – 2496
2020
Q1 		$2K Buy
+100
New +$14.5K ﹤0.01% 2178

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

HighTower Advisors's MORN Position: Q2 2026 in Review

HighTower Advisors reduced its Morningstar (MORN) stake by 13% in Q2 2026, selling an estimated $199K and leaving 7,933 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

HighTower Advisors first reported a position in MORN in Q4 2015 and has held it in 33 quarters since. The position peaked at $5.41M in Q4 2024. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • HighTower Advisors held 7,933 shares of Morningstar worth $1.24M as of Q2 2026.
  • HighTower Advisors sold 1,145 Morningstar shares in Q2 2026, an estimated $199K.
  • Morningstar made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2106 holding.
  • HighTower Advisors first reported a position in Morningstar in Q4 2015 and has held it in 33 quarters since.
  • HighTower Advisors's Morningstar position peaked at $5.41M in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.