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Institute for Wealth Management’s Morningstar MORN Stock Holding History

Institute for 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 		$11.4K Buy
+73
New +$12.7K ﹤0.01% 1293
2025
Q4 		– Sell
-1,267
Closed -$294K – 574
2025
Q3 		$294K Buy
1,267
+96
+8% +$25.6K 0.03% 455
2025
Q2 		$368K Hold
1,171
– – 0.04% 382
2025
Q1 		$351K Buy
+1,171
New +$369K 0.05% 380

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

Institute for Wealth Management's MORN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Morningstar (MORN) in Q2 2026: 73 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MORN as recently as Q3 2025.

Institute for Wealth Management first reported a position in MORN in Q1 2025 and has held it in 4 quarters since. The position peaked at $368K in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Institute for Wealth Management held 73 shares of Morningstar worth $11.4K as of Q2 2026.
  • Morningstar was a new Institute for Wealth Management position in Q2 2026.
  • Morningstar made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1293 holding.
  • Institute for Wealth Management first reported a position in Morningstar in Q1 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Morningstar position peaked at $368K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.