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Hughes Financial Services’s Morningstar MORN Stock Holding History

Hughes Financial Services’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 		$13.3K Hold
85
– – ﹤0.01% 323
2026
Q1 		$14.4K Buy
85
+2
+2% +$372 ﹤0.01% 286
2025
Q4 		$18K Hold
83
– – ﹤0.01% 235
2025
Q3 		$17.9K Sell
83
-4
-5% -$1.07K ﹤0.01% 233
2025
Q2 		$22.6K Buy
87
+4
+5% +$1.18K ﹤0.01% 213
2025
Q1 		$25K Buy
+83
New +$26.1K ﹤0.01% 208

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

Hughes Financial Services's MORN Position: Q2 2026 in Review

Hughes Financial Services held its Morningstar (MORN) position steady in Q2 2026 at 85 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Hughes Financial Services first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $25K in Q1 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Hughes Financial Services held 85 shares of Morningstar worth $13.3K as of Q2 2026.
  • Hughes Financial Services left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #323 holding.
  • Hughes Financial Services first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Morningstar position peaked at $25K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.