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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
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 $19.5B AUM 17.33% 1-Year Est. Return

HighTower Advisors's MORN Position: Q1 2026 in Review

HighTower Advisors reduced its Morningstar (MORN) stake by 30% in Q1 2026, selling an estimated $713K and leaving 9,078 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

HighTower Advisors first reported a position in MORN in Q4 2015 and has held it in 32 quarters since. The position peaked at $5.41M in Q4 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • HighTower Advisors held 9,078 shares of Morningstar worth $1.53M as of Q1 2026.
  • HighTower Advisors sold 3,836 Morningstar shares in Q1 2026, an estimated $713K.
  • Morningstar made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1879 holding.
  • HighTower Advisors first reported a position in Morningstar in Q4 2015 and has held it in 32 quarters since.
  • HighTower Advisors's Morningstar position peaked at $5.41M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.